Skip to content
Disclosery

Edge Capital Group, LLC: SCHX position timeline

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

Edge Capital Group, LLC held 9,085 SCHX shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 9,085 shares
    Change vs previous 13F -37,290 shares

    0.16% of the 13F portfolio, value $3,085,874.

    13F-HR 0001765380-25-000038 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 46,375 shares
    Change vs previous 13F -1,971 shares

    0.14% of the 13F portfolio, value $3,146,521.

    13F-HR 0001765380-24-000438 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 48,346 shares
    Change vs previous 13F -512 shares

    0.15% of the 13F portfolio, value $3,106,205.

    13F-HR 0001765380-24-000332 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 48,858 shares
    Change vs previous 13F -1,259 shares

    0.15% of the 13F portfolio, value $3,032,103.

    13F-HR 0001765380-24-000211 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 50,117 shares
    Change vs previous 13F -3,378 shares

    0.16% of the 13F portfolio, value $2,826,578.

    13F-HR 0001765380-24-000102 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 53,495 shares
    Change vs previous 13F -8,178 shares

    0.18% of the 13F portfolio, value $2,706,867.

    13F-HR 0001765380-23-000232 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 61,673 shares
    Change vs previous 13F +1,250 shares

    0.19% of the 13F portfolio, value $3,229,821.

    13F-HR 0001765380-23-000154 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 60,423 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,922,654.

    13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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