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Family Manage LLC: SCHX position timeline

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

Family Manage LLC held 61,121 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,121 shares
    Change vs previous 13F -165 shares

    0.19% of the 13F portfolio, value $1,798,780.

    13F-HR 0001398344-26-014630 filed by Family Manage 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 61,286 shares
    Change vs previous 13F +8 shares

    0.19% of the 13F portfolio, value $1,571,373.

    13F-HR 0001398344-26-009312 filed by Family Manage 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 61,278 shares
    Change vs previous 13F -401 shares

    0.21% of the 13F portfolio, value $1,648,979.

    13F-HR 0001398344-26-003235 filed by Family Manage 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 61,679 shares
    Change vs previous 13F +8 shares

    0.23% of the 13F portfolio, value $1,624,622.

    13F-HR 0001398344-25-020877 filed by Family Manage 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 61,671 shares
    Change vs previous 13F +9 shares

    0.23% of the 13F portfolio, value $1,507,235.

    13F-HR 0001398344-25-015679 filed by Family Manage 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 61,662 shares
    Change vs previous 13F -1,078 shares

    0.22% of the 13F portfolio, value $1,361,505.

    13F-HR 0001398344-25-009654 filed by Family Manage 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 62,740 shares
    Change vs previous 13F +41,830 shares

    0.24% of the 13F portfolio, value $1,454,302.

    13F-HR 0001398344-25-002872 filed by Family Manage 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 20,910 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,418,750.

    13F-HR 0001398344-24-020770 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

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