FSA Investment Group, LLC: SCHX position timeline

FSA Investment Group, LLC held 4,079,255 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 4,079,255 shares

   Change vs previous 13F +21,159 shares

   38.96% of the 13F portfolio, value $122,377,659.

   13F-HR 0002085853-26-001101 filed by FSA Investment Group, LLC
   Accepted 2026-10-07 12:41:50 UTC, ingested 2026-10-07 12:42:29 UTC

2. period ended2026-06-30

   13F 4,058,096 shares

   Change vs previous 13F +259,102 shares

   38.79% of the 13F portfolio, value $119,429,760.

   13F-HR 0002085853-26-000764 filed by FSA Investment Group, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 3,798,994 shares

   Change vs previous 13F +253,826 shares

   39.21% of the 13F portfolio, value $97,406,212.

   13F-HR 0002085853-26-000453 filed by FSA Investment Group, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 3,545,168 shares

   Change vs previous 13F -119,691 shares

   58.16% of the 13F portfolio, value $95,400,458.

   13F-HR 0002085853-26-000030 filed by FSA Investment Group, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 3,664,859 shares

   Change vs previous 13F +528 shares

   60.4% of the 13F portfolio, value $96,898,860.

   13F-HR 0002085853-25-000191 filed by FSA Investment Group, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 3,664,331 shares

   Change vs previous 13F +2,371 shares

   66.32% of the 13F portfolio, value $89,556,246.

   13F-HR 0001667731-25-001019 filed by FSA Investment Group, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 3,661,960 shares

   Change vs previous 13F +193,295 shares

   68.82% of the 13F portfolio, value $80,856,085.

   13F-HR 0001667731-25-000403 filed by FSA Investment Group, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 3,468,665 shares

   Change vs previous 13F not available

   69.75% of the 13F portfolio, value $80,126,171.

   13F-HR 0001667731-25-000102 filed by FSA Investment Group, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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