Clark Asset Management, LLC: SCHX position timeline

Clark Asset Management, LLC held 33,783 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 33,783 shares

   Change vs previous 13F +23,422 shares

   0.08% of the 13F portfolio, value $994,241.

   13F-HR 0002063364-26-000174 filed by Clark Asset Management, LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 10,361 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $265,656.

   13F-HR 0002063364-26-000093 filed by Clark Asset Management, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 10,361 shares

   Change vs previous 13F +936 shares

   0.03% of the 13F portfolio, value $278,815.

   13F-HR 0002063364-26-000031 filed by Clark Asset Management, LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 9,425 shares

   Change vs previous 13F -15,169 shares

   0.03% of the 13F portfolio, value $248,254.

   13F-HR 0002063364-25-000222 filed by Clark Asset Management, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 24,594 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $601,086.

   13F-HR 0002063364-25-000181 filed by Clark Asset Management, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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