BRADLEY FOSTER & SARGENT INC/CT: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRADLEY FOSTER & SARGENT INC/CT on SCHX, newest first. How the timeline and the estimate are built.

BRADLEY FOSTER & SARGENT INC/CT held 92,195 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 92,195 shares
Change vs previous 13F -36,628 shares
0.04% of the 13F portfolio, value $2,713,305.
13F-HR 0001015086-26-000006 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F/A 128,823 shares
Change vs previous 13F -47,609 shares
0.05% of the 13F portfolio, value $3,303,027.
13F-HR/A 0001015086-26-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 176,432 shares
Change vs previous 13F -1,340 shares
0.07% of the 13F portfolio, value $4,747,791.
13F-HR 0001015086-26-000001 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 177,772 shares
Change vs previous 13F -2,690 shares
0.07% of the 13F portfolio, value $4,682,520.
13F-HR 0001015086-25-000013 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 180,462 shares
Change vs previous 13F +128,539 shares
0.07% of the 13F portfolio, value $4,410,497.
13F-HR 0001015086-25-000007 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 51,923 shares
Change vs previous 13F -4,622 shares
0.02% of the 13F portfolio, value $1,146,460.
13F-HR 0001015086-25-000005 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 56,545 shares
Change vs previous 13F +37,375 shares
0.02% of the 13F portfolio, value $1,310,713.
13F-HR 0001015086-25-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 19,170 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $1,300,684.
13F-HR 0001015086-24-000011 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).