Code Waechter LLC: SCHX position timeline

Code Waechter LLC held 178,796 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 178,796 shares

   Change vs previous 13F +2,633 shares

   2.72% of the 13F portfolio, value $5,261,974.

   13F-HR 0002039212-26-000003 filed by Code Waechter LLC
   Filed 2026-07-31 (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 176,163 shares

   Change vs previous 13F -337 shares

   2.68% of the 13F portfolio, value $4,516,816.

   13F-HR 0002039212-26-000002 filed by Code Waechter LLC
   Filed 2026-04-15 (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 176,500 shares

   Change vs previous 13F -4,428 shares

   3.05% of the 13F portfolio, value $4,749,623.

   13F-HR 0002039212-26-000001 filed by Code Waechter LLC
   Filed 2026-01-26 (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 180,928 shares

   Change vs previous 13F -6,229 shares

   3.1% of the 13F portfolio, value $4,745,754.

   13F-HR 0002039212-25-000006 filed by Code Waechter LLC
   Filed 2025-10-22 (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 187,157 shares

   Change vs previous 13F -38,535 shares

   3.25% of the 13F portfolio, value $4,574,105.

   13F-HR 0002039212-25-000005 filed by Code Waechter LLC
   Filed 2025-08-05 (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).

6. period ended2025-03-31

   13F 225,692 shares

   Change vs previous 13F +7,043 shares

   4.1% of the 13F portfolio, value $4,983,000.

   13F-HR 0002039212-25-000003 filed by Code Waechter LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 218,649 shares

   Change vs previous 13F +144,255 shares

   4.42% of the 13F portfolio, value $5,068,281.

   13F-HR 0002039212-25-000001 filed by Code Waechter LLC
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 74,394 shares

   Change vs previous 13F not available

   4.81% of the 13F portfolio, value $5,048,000.

   13F-HR 0002039212-24-000001 filed by Code Waechter LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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