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Bleakley Financial Group, LLC: SCHX position timeline

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

Bleakley Financial Group, LLC held 1,890,085 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,890,085 shares
    Change vs previous 13F -21,094 shares

    0.71% of the 13F portfolio, value $55,625,203.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 1,911,179 shares
    Change vs previous 13F +20,100 shares

    0.77% of the 13F portfolio, value $49,002,630.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 1,891,079 shares
    Change vs previous 13F +94,847 shares

    0.88% of the 13F portfolio, value $50,888,936.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 1,796,232 shares
    Change vs previous 13F +160,126 shares

    1.1% of the 13F portfolio, value $47,312,751.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 1,636,106 shares
    Change vs previous 13F +1,238,098 shares

    1.02% of the 13F portfolio, value $39,986,437.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 398,008 shares
    Change vs previous 13F +271,312 shares

    0.28% of the 13F portfolio, value $8,788,021.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 126,696 shares
    Change vs previous 13F +85,152 shares

    0.09% of the 13F portfolio, value $2,936,817.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 41,544 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,818,738.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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