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Disclosery

Csenge Advisory Group: SCHX position timeline

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

Csenge Advisory Group held 1,040,628 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,040,628 shares
    Change vs previous 13F -87,860 shares

    1.25% of the 13F portfolio, value $30,625,692.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 1,128,488 shares
    Change vs previous 13F +22,339 shares

    1.33% of the 13F portfolio, value $28,934,439.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 1,106,149 shares
    Change vs previous 13F +59,169 shares

    1.35% of the 13F portfolio, value $29,766,457.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 1,046,980 shares
    Change vs previous 13F +63,442 shares

    1.32% of the 13F portfolio, value $27,577,457.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 983,538 shares
    Change vs previous 13F +35,842 shares

    1.21% of the 13F portfolio, value $22,916,444.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 947,696 shares
    Change vs previous 13F +177,969 shares

    1.12% of the 13F portfolio, value $19,702,598.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 769,727 shares
    Change vs previous 13F +91,095 shares

    0.97% of the 13F portfolio, value $17,842,271.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 678,632 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $15,527,100.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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