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Disclosery

BFSG, LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BFSG, LLC on SCHX, newest first. How the timeline and the estimate are built.

BFSG, LLC held 50,408 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,408 shares
    Change vs previous 13F +411 shares

    0.13% of the 13F portfolio, value $1,483,506.

    13F-HR 0001706836-26-000003 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 49,997 shares
    Change vs previous 13F +968 shares

    0.12% of the 13F portfolio, value $1,281,922.

    13F-HR 0001706836-26-000002 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 49,029 shares
    Change vs previous 13F +374 shares

    0.13% of the 13F portfolio, value $1,319,370.

    13F-HR 0001706836-26-000001 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,655 shares
    Change vs previous 13F +214 shares

    0.12% of the 13F portfolio, value $1,281,572.

    13F-HR 0001706836-25-000007 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 48,441 shares
    Change vs previous 13F +2,109 shares

    0.13% of the 13F portfolio, value $1,183,897.

    13F-HR 0001706836-25-000005 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,332 shares
    Change vs previous 13F -25 shares

    0.12% of the 13F portfolio, value $1,023,010.

    13F-HR 0001706836-25-000004 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,357 shares
    Change vs previous 13F +31,007 shares

    0.13% of the 13F portfolio, value $1,074,555.

    13F-HR 0001706836-25-000002 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,350 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,041,495.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).