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Disclosery

Carr Financial Group Corp: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carr Financial Group Corp on SCHX, newest first. How the timeline and the estimate are built.

Carr Financial Group Corp held 148,407 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,407 shares
    Change vs previous 13F -4,601 shares

    1.01% of the 13F portfolio, value $4,367,605.

    13F-HR 0001765380-26-000305 filed by Carr Financial Group Corp
    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 153,008 shares
    Change vs previous 13F -17,873 shares

    1.03% of the 13F portfolio, value $3,923,131.

    13F-HR 0001765380-26-000205 filed by Carr Financial Group Corp
    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 170,881 shares
    Change vs previous 13F -4,625 shares

    1.22% of the 13F portfolio, value $4,598,397.

    13F-HR 0001931232-26-000001 filed by Carr Financial Group Corp
    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 175,506 shares
    Change vs previous 13F -661,962 shares

    1.27% of the 13F portfolio, value $4,622,830.

    13F-HR 0001085146-25-005825 filed by Carr Financial Group Corp
    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 837,468 shares
    Change vs previous 13F -168,769 shares

    6.04% of the 13F portfolio, value $20,467,714.

    13F-HR 0001085146-25-003866 filed by Carr Financial Group Corp
    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 1,006,237 shares
    Change vs previous 13F +39,410 shares

    7.28% of the 13F portfolio, value $22,217,709.

    13F-HR 0001085146-25-002219 filed by Carr Financial Group Corp
    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 966,827 shares
    Change vs previous 13F +661,381 shares

    7.04% of the 13F portfolio, value $22,411,050.

    13F-HR 0001085146-25-000365 filed by Carr Financial Group Corp
    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 305,446 shares
    Change vs previous 13F not available

    6.18% of the 13F portfolio, value $20,724,488.

    13F-HR 0001085146-24-005307 filed by Carr Financial Group Corp
    Filed (acceptance time not in the bulk data set), ingested

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