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FINANCIAL CONSULATE, INC: SCHX position timeline

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

FINANCIAL CONSULATE, INC held 5,266,972 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,266,972 shares
    Change vs previous 13F +74,799 shares

    17.25% of the 13F portfolio, value $155,006,976.

    13F-HR 0001624510-26-000004 filed by FINANCIAL CONSULATE, INC
    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 5,192,173 shares
    Change vs previous 13F -9,771 shares

    16.59% of the 13F portfolio, value $133,127,319.

    13F-HR 0001624510-26-000003 filed by FINANCIAL CONSULATE, INC
    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 5,201,944 shares
    Change vs previous 13F +68,869 shares

    19.14% of the 13F portfolio, value $139,984,314.

    13F-HR 0001624510-26-000001 filed by FINANCIAL CONSULATE, INC
    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 5,133,075 shares
    Change vs previous 13F +429,933 shares

    19.09% of the 13F portfolio, value $135,205,208.

    13F-HR 0001624510-25-000009 filed by FINANCIAL CONSULATE, INC
    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 4,703,142 shares
    Change vs previous 13F +585,217 shares

    22.69% of the 13F portfolio, value $114,944,786.

    13F-HR 0001624510-25-000006 filed by FINANCIAL CONSULATE, INC
    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 4,117,925 shares
    Change vs previous 13F +360,433 shares

    22.95% of the 13F portfolio, value $90,923,794.

    13F-HR 0001624510-25-000005 filed by FINANCIAL CONSULATE, INC
    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 3,757,492 shares
    Change vs previous 13F +2,526,745 shares

    23.1% of the 13F portfolio, value $87,098,667.

    13F-HR 0001624510-25-000002 filed by FINANCIAL CONSULATE, INC
    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 1,230,747 shares
    Change vs previous 13F not available

    22.18% of the 13F portfolio, value $83,506,167.

    13F-HR 0001624510-24-000008 filed by FINANCIAL CONSULATE, INC
    Filed (acceptance time not in the bulk data set), ingested

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