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Disclosery

DIVERSIFIED TRUST CO: SCHX position timeline

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

DIVERSIFIED TRUST CO held 47,096 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,096 shares
    Change vs previous 13F +335 shares

    0.02% of the 13F portfolio, value $1,386,035.

    13F-HR 0001479844-26-000007 filed by DIVERSIFIED TRUST 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 46,761 shares
    Change vs previous 13F -27 shares

    0.02% of the 13F portfolio, value $1,198,952.

    13F-HR 0001479844-26-000006 filed by DIVERSIFIED TRUST 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 46,788 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,259,065.

    13F-HR 0001479844-26-000004 filed by DIVERSIFIED TRUST 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 46,788 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,232,395.

    13F-HR 0001479844-25-000015 filed by DIVERSIFIED TRUST 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 46,788 shares
    Change vs previous 13F +28,726 shares

    0.03% of the 13F portfolio, value $1,143,498.

    13F-HR 0001479844-25-000008 filed by DIVERSIFIED TRUST 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 18,062 shares
    Change vs previous 13F +3,125 shares

    0.01% of the 13F portfolio, value $398,808.

    13F-HR 0001479844-25-000007 filed by DIVERSIFIED TRUST 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 14,937 shares
    Change vs previous 13F +9,958 shares

    0.01% of the 13F portfolio, value $346,239.

    13F-HR 0001479844-25-000001 filed by DIVERSIFIED TRUST 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 4,979 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $337,825.

    13F-HR 0001479844-24-000010 filed by DIVERSIFIED TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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