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Disclosery

Farrell Financial LLC: SCHX position timeline

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

Farrell Financial LLC held 433,179 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 433,179 shares
    Change vs previous 13F +436 shares

    6.89% of the 13F portfolio, value $12,748,458.

    13F-HR 0001754960-26-000469 filed by Farrell Financial 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 432,743 shares
    Change vs previous 13F +339 shares

    6.63% of the 13F portfolio, value $11,095,527.

    13F-HR 0001754960-26-000217 filed by Farrell Financial 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 432,404 shares
    Change vs previous 13F -6,106 shares

    6.86% of the 13F portfolio, value $11,636,001.

    13F-HR 0001754960-26-000026 filed by Farrell Financial 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 438,510 shares
    Change vs previous 13F -4,262 shares

    7.24% of the 13F portfolio, value $11,550,366.

    13F-HR 0001754960-25-000697 filed by Farrell Financial 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 442,772 shares
    Change vs previous 13F -1,644 shares

    7.26% of the 13F portfolio, value $10,821,338.

    13F-HR 0001754960-25-000374 filed by Farrell Financial 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 444,416 shares
    Change vs previous 13F +22,233 shares

    7.14% of the 13F portfolio, value $9,812,697.

    13F-HR 0001754960-25-000203 filed by Farrell Financial 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 422,183 shares
    Change vs previous 13F +299 shares

    7% of the 13F portfolio, value $9,786,201.

    13F-HR 0001754960-25-000042 filed by Farrell Financial 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 421,884 shares
    Change vs previous 13F not available

    7.06% of the 13F portfolio, value $9,990,202.

    13F-HR 0001754960-24-000558 filed by Farrell Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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