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FPC INVESTMENT ADVISORY, INC.: SCHX position timeline

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

FPC INVESTMENT ADVISORY, INC. held 1,243,751 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,243,751 shares
    Change vs previous 13F +30,211 shares

    17.2% of the 13F portfolio, value $36,454,342.

    13F-HR 0001420506-26-001636 filed by FPC INVESTMENT ADVISORY, 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 1,213,540 shares
    Change vs previous 13F +144,215 shares

    17.03% of the 13F portfolio, value $34,149,016.

    13F-HR 0001420506-26-000782 filed by FPC INVESTMENT ADVISORY, 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 1,069,325 shares
    Change vs previous 13F +56,534 shares

    15.76% of the 13F portfolio, value $28,775,536.

    13F-HR 0001420506-26-000235 filed by FPC INVESTMENT ADVISORY, 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 1,012,791 shares
    Change vs previous 13F -5,976 shares

    16.01% of the 13F portfolio, value $26,676,915.

    13F-HR 0001420506-25-002946 filed by FPC INVESTMENT ADVISORY, 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 1,018,767 shares
    Change vs previous 13F +60,403 shares

    16.03% of the 13F portfolio, value $25,652,554.

    13F-HR 0001420506-25-001938 filed by FPC INVESTMENT ADVISORY, 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 958,364 shares
    Change vs previous 13F +343,346 shares

    14.65% of the 13F portfolio, value $21,333,183.

    13F-HR 0001420506-25-000897 filed by FPC INVESTMENT ADVISORY, 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 615,018 shares
    Change vs previous 13F not available

    10.73% of the 13F portfolio, value $14,680,480.

    13F-HR 0001986152-25-000013 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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