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Disclosery

Blue Trust, Inc.: SCHX position timeline

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

Blue Trust, Inc. held 21,165 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,165 shares
    Change vs previous 13F -1,156 shares

    0.01% of the 13F portfolio, value $622,880.

    13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
    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 22,321 shares
    Change vs previous 13F -253 shares

    0.01% of the 13F portfolio, value $572,316.

    13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
    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 22,574 shares
    Change vs previous 13F -1,071 shares

    0.01% of the 13F portfolio, value $607,472.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    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 23,645 shares
    Change vs previous 13F +4,415 shares

    0.01% of the 13F portfolio, value $622,813.

    13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
    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 19,230 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $469,983.

    13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
    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 19,244 shares
    Change vs previous 13F -3,838 shares

    0.01% of the 13F portfolio, value $424,906.

    13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
    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/A 23,082 shares
    Change vs previous 13F +16,094 shares

    0.01% of the 13F portfolio, value $535,039.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
    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 6,988 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $448,974.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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