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CAPITAL ADVISORS INC/OK: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL ADVISORS INC/OK on SCHX, newest first. How the timeline and the estimate are built.

CAPITAL ADVISORS INC/OK held 118,873 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,873 shares
    Change vs previous 13F +662 shares

    0.05% of the 13F portfolio, value $3,498,435.

    13F-HR 0000860828-26-000004 filed by CAPITAL ADVISORS INC/OK
    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 118,211 shares
    Change vs previous 13F -4,486 shares

    0.05% of the 13F portfolio, value $3,030,931.

    13F-HR 0000860828-26-000003 filed by CAPITAL ADVISORS INC/OK
    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 122,697 shares
    Change vs previous 13F -788 shares

    0.05% of the 13F portfolio, value $3,301,789.

    13F-HR 0000860828-26-000001 filed by CAPITAL ADVISORS INC/OK
    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 123,485 shares
    Change vs previous 13F -5,886 shares

    0.05% of the 13F portfolio, value $3,252,597.

    13F-HR 0000860828-25-000007 filed by CAPITAL ADVISORS INC/OK
    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 129,371 shares
    Change vs previous 13F +9,235 shares

    0.06% of the 13F portfolio, value $3,161,822.

    13F-HR 0000860828-25-000005 filed by CAPITAL ADVISORS INC/OK
    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 120,136 shares
    Change vs previous 13F +3,368 shares

    0.05% of the 13F portfolio, value $2,652,609.

    13F-HR 0000860828-25-000004 filed by CAPITAL ADVISORS INC/OK
    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 116,768 shares
    Change vs previous 13F +83,480 shares

    0.05% of the 13F portfolio, value $2,706,676.

    13F-HR 0000860828-25-000003 filed by CAPITAL ADVISORS INC/OK
    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 33,288 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,258,611.

    13F-HR 0000860828-24-000004 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

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