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D.B. Root & Company, LLC: SCHX position timeline

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

D.B. Root & Company, LLC held 1,450,411 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,450,411 shares
    Change vs previous 13F -21,073 shares

    9.07% of the 13F portfolio, value $42,685,595.

    13F-HR 0001731717-26-000003 filed by D.B. Root & Company, 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 1,471,484 shares
    Change vs previous 13F +11,356 shares

    9.01% of the 13F portfolio, value $37,728,846.

    13F-HR 0001731717-26-000002 filed by D.B. Root & Company, 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 1,460,128 shares
    Change vs previous 13F +233,431 shares

    9.59% of the 13F portfolio, value $39,292,045.

    13F-HR 0001731717-26-000001 filed by D.B. Root & Company, 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 1,226,697 shares
    Change vs previous 13F +91,581 shares

    8.2% of the 13F portfolio, value $32,310,538.

    13F-HR 0001731717-25-000002 filed by D.B. Root & Company, 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 1,135,116 shares
    Change vs previous 13F -19,692 shares

    8.19% of the 13F portfolio, value $27,742,242.

    13F-HR 0001172661-25-002672 filed by D.B. Root & Company, 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 1,154,808 shares
    Change vs previous 13F +34,640 shares

    8.23% of the 13F portfolio, value $25,498,161.

    13F-HR 0001172661-25-001837 filed by D.B. Root & Company, 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 1,120,168 shares
    Change vs previous 13F +745,598 shares

    8.26% of the 13F portfolio, value $25,965,507.

    13F-HR 0001172661-25-000250 filed by D.B. Root & Company, 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 374,570 shares
    Change vs previous 13F not available

    8.38% of the 13F portfolio, value $25,414,632.

    13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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