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Disclosery

Brio Consultants, LLC: SCHX position timeline

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

Brio Consultants, LLC held 21,958 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,958 shares
    Change vs previous 13F +119 shares

    0.08% of the 13F portfolio, value $646,226.

    13F-HR 0001765380-26-000352 filed by Brio Consultants, 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 21,839 shares
    Change vs previous 13F -865 shares

    0.08% of the 13F portfolio, value $622,424.

    13F-HR 0001765380-26-000174 filed by Brio Consultants, 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 22,704 shares
    Change vs previous 13F +1,676 shares

    0.08% of the 13F portfolio, value $610,957.

    13F-HR 0001765380-26-000062 filed by Brio Consultants, 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 21,028 shares
    Change vs previous 13F +817 shares

    0.08% of the 13F portfolio, value $553,888.

    13F-HR 0001765380-25-000454 filed by Brio Consultants, 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 20,211 shares
    Change vs previous 13F +2,800 shares

    0.07% of the 13F portfolio, value $493,963.

    13F-HR 0001765380-25-000305 filed by Brio Consultants, 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/A 17,411 shares
    Change vs previous 13F +65 shares

    0.06% of the 13F portfolio, value $384,435.

    13F-HR/A 0001765380-25-000240 filed by Brio Consultants, 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 17,346 shares
    Change vs previous 13F +11,463 shares

    0.06% of the 13F portfolio, value $402,080.

    13F-HR 0001765380-25-000010 filed by Brio Consultants, 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 5,883 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $399,162.

    13F-HR 0001765380-24-000391 filed by Brio Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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