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Disclosery

Fairman Group, LLC: SCHX position timeline

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

Fairman Group, LLC held 21,433 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,433 shares
    Change vs previous 13F +46 shares

    0.5% of the 13F portfolio, value $630,767.

    13F-HR 0002016719-26-000005 filed by Fairman 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 ended2026-03-31
    13F 21,387 shares
    Change vs previous 13F +552 shares

    0.47% of the 13F portfolio, value $548,369.

    13F-HR 0002016719-26-000004 filed by Fairman 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 ended2025-12-31
    13F 20,835 shares
    Change vs previous 13F -398 shares

    0.45% of the 13F portfolio, value $560,681.

    13F-HR 0002016719-26-000003 filed by Fairman 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 ended2025-09-30
    13F 21,233 shares
    Change vs previous 13F +48 shares

    0.45% of the 13F portfolio, value $559,280.

    13F-HR 0002016719-25-000005 filed by Fairman 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 ended2025-06-30
    13F 21,185 shares
    Change vs previous 13F +958 shares

    0.43% of the 13F portfolio, value $517,769.

    13F-HR 0002016719-25-000004 filed by Fairman 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 ended2025-03-31
    13F 20,227 shares
    Change vs previous 13F +7,072 shares

    0.28% of the 13F portfolio, value $304,929.

    13F-HR 0002016719-25-000003 filed by Fairman 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 ended2024-12-31
    13F 13,155 shares
    Change vs previous 13F +8,737 shares

    0.25% of the 13F portfolio, value $304,929.

    13F-HR 0002016719-25-000001 filed by Fairman 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 ended2024-09-30
    13F 4,418 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $299,748.

    13F-HR 0002016719-24-000005 filed by Fairman Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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