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Disclosery

D.A. DAVIDSON & CO.: SCHX position timeline

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

D.A. DAVIDSON & CO. held 23,857 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,857 shares
    Change vs previous 13F +3,537 shares

    <0.01% of the 13F portfolio, value $702,112.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 20,320 shares
    Change vs previous 13F -11,165 shares

    <0.01% of the 13F portfolio, value $521,005.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 31,485 shares
    Change vs previous 13F +11,648 shares

    0.01% of the 13F portfolio, value $847,261.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 19,837 shares
    Change vs previous 13F +2,788 shares

    <0.01% of the 13F portfolio, value $522,507.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 17,049 shares
    Change vs previous 13F -582 shares

    <0.01% of the 13F portfolio, value $416,678.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 17,631 shares
    Change vs previous 13F +872 shares

    <0.01% of the 13F portfolio, value $389,292.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 16,759 shares
    Change vs previous 13F +11,200 shares

    <0.01% of the 13F portfolio, value $388,474.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 5,559 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $377,178.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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