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Buffington Mohr McNeal: SCHX position timeline

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

Buffington Mohr McNeal held 2,106,667 SCHX shares at 2025-03-31 per its 13F-HR filed 2025-04-28.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 2,106,667 shares
    Change vs previous 13F -1,794 shares

    9.17% of the 13F portfolio, value $46,515,200.

    13F-HR 0001317829-25-000002 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 2,108,461 shares
    Change vs previous 13F +1,406,637 shares

    8.1% of the 13F portfolio, value $48,874,128.

    13F-HR 0001317829-25-000001 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 701,824 shares
    Change vs previous 13F +8,455 shares

    7.83% of the 13F portfolio, value $47,618,770.

    13F-HR 0001317829-24-000007 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 693,369 shares
    Change vs previous 13F +2,210 shares

    7.81% of the 13F portfolio, value $44,548,932.

    13F-HR 0001317829-24-000003 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 691,159 shares
    Change vs previous 13F -24,237 shares

    7.76% of the 13F portfolio, value $42,893,302.

    13F-HR 0001317829-24-000002 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 715,396 shares
    Change vs previous 13F -2,607 shares

    8.11% of the 13F portfolio, value $40,348,332.

    13F-HR 0001317829-24-000001 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 718,003 shares
    Change vs previous 13F +4,359 shares

    8.26% of the 13F portfolio, value $36,330,932.

    13F-HR 0001317829-23-000004 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 713,644 shares
    Change vs previous 13F not available

    8.07% of the 13F portfolio, value $37,373,553.

    13F-HR 0001317829-23-000003 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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