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Bristlecone Advisors, LLC: SCHX position timeline

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

Bristlecone Advisors, LLC held 1,226,756 SCHX shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,226,756 shares
    Change vs previous 13F -6,837 shares

    2.7% of the 13F portfolio, value $32,312,745.

    13F-HR 0001671716-25-000004 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,233,593 shares
    Change vs previous 13F -27,308 shares

    2.53% of the 13F portfolio, value $30,149,005.

    13F-HR 0001398344-25-014361 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,260,901 shares
    Change vs previous 13F -13,407 shares

    2.27% of the 13F portfolio, value $27,840,700.

    13F-HR 0001398344-25-009163 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,274,308 shares
    Change vs previous 13F +851,315 shares

    2.31% of the 13F portfolio, value $29,538,460.

    13F-HR 0001398344-25-001325 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 422,993 shares
    Change vs previous 13F -3,367 shares

    2.3% of the 13F portfolio, value $28,700,042.

    13F-HR 0001398344-24-019318 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 426,360 shares
    Change vs previous 13F -1,399 shares

    2.33% of the 13F portfolio, value $27,393,614.

    13F-HR 0001398344-24-013068 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 427,759 shares
    Change vs previous 13F -6,647 shares

    2.34% of the 13F portfolio, value $26,546,741.

    13F-HR 0001398344-24-007419 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 434,406 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $24,500,495.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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