Elite Life Management LLC: SCHX position timeline

Elite Life Management LLC held 480,523 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 480,523 shares

   Change vs previous 13F -1,921 shares

   17.08% of the 13F portfolio, value $14,588,672.

   13F-HR 0002010262-26-000003 filed by Elite Life Management LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 482,444 shares

   Change vs previous 13F +5,294 shares

   17.52% of the 13F portfolio, value $13,990,879.

   13F-HR 0002010262-26-000002 filed by Elite Life Management LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 477,150 shares

   Change vs previous 13F -6,371 shares

   21.09% of the 13F portfolio, value $12,997,572.

   13F-HR 0002010262-26-000001 filed by Elite Life Management LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 483,521 shares

   Change vs previous 13F +96,668 shares

   26.01% of the 13F portfolio, value $12,740,776.

   13F-HR 0002010262-25-000006 filed by Elite Life Management LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 386,853 shares

   Change vs previous 13F +49,263 shares

   24.33% of the 13F portfolio, value $9,454,686.

   13F-HR 0002010262-25-000003 filed by Elite Life Management LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 337,590 shares

   Change vs previous 13F +50,929 shares

   23.25% of the 13F portfolio, value $7,453,978.

   13F-HR 0002010262-25-000001 filed by Elite Life Management LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 286,661 shares

   Change vs previous 13F +209,012 shares

   19.68% of the 13F portfolio, value $6,644,811.

   13F-HR 0001379995-25-000003 filed by Elite Life Management LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 77,649 shares

   Change vs previous 13F not available

   17.21% of the 13F portfolio, value $5,268,496.

   13F-HR 0001379995-24-000008 filed by Elite Life Management LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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