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Disclosery

CHOREO, LLC: SCHX position timeline

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

CHOREO, LLC held 3,302,982 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,302,982 shares
    Change vs previous 13F -35,857 shares

    1.07% of the 13F portfolio, value $97,206,762.

    13F-HR 0001214659-26-009507 filed by CHOREO, 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 3,338,839 shares
    Change vs previous 13F +2,042,836 shares

    1.05% of the 13F portfolio, value $85,607,829.

    13F-HR 0001214659-26-006019 filed by CHOREO, 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 1,296,003 shares
    Change vs previous 13F -176,261 shares

    0.45% of the 13F portfolio, value $35,147,610.

    13F-HR 0001214659-26-000775 filed by CHOREO, 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 1,472,264 shares
    Change vs previous 13F -149,676 shares

    0.51% of the 13F portfolio, value $38,779,432.

    13F-HR 0001214659-25-016169 filed by CHOREO, 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 1,621,940 shares
    Change vs previous 13F -566,804 shares

    0.55% of the 13F portfolio, value $39,641,098.

    13F-HR 0001214659-25-011879 filed by CHOREO, 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 2,188,744 shares
    Change vs previous 13F -190,210 shares

    0.75% of the 13F portfolio, value $48,327,457.

    13F-HR 0001214659-25-006995 filed by CHOREO, 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 2,378,954 shares
    Change vs previous 13F +1,571,845 shares

    0.79% of the 13F portfolio, value $55,147,808.

    13F-HR 0001214659-25-001353 filed by CHOREO, 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 807,109 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $54,261,951.

    13F-HR 0001214659-24-018521 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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