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Disclosery

Fund Evaluation Group, LLC: SCHX position timeline

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

Fund Evaluation Group, LLC held 8,405,541 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,405,541 shares
    Change vs previous 13F -869,003 shares

    6.68% of the 13F portfolio, value $247,375,084.

    13F-HR 0001420506-26-001466 filed by Fund Evaluation Group, 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 9,274,544 shares
    Change vs previous 13F -218,021 shares

    7.31% of the 13F portfolio, value $237,799,297.

    13F-HR 0001420506-26-000854 filed by Fund Evaluation Group, 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 9,492,565 shares
    Change vs previous 13F +2,325,216 shares

    8.45% of the 13F portfolio, value $255,444,928.

    13F-HR 0001420506-26-000294 filed by Fund Evaluation Group, 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 7,167,349 shares
    Change vs previous 13F -176,030 shares

    6.83% of the 13F portfolio, value $188,787,981.

    13F-HR 0001420506-25-003080 filed by Fund Evaluation Group, 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 7,343,379 shares
    Change vs previous 13F -612,140 shares

    6.94% of the 13F portfolio, value $179,472,182.

    13F-HR 0001420506-25-001768 filed by Fund Evaluation Group, 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 7,955,519 shares
    Change vs previous 13F +3,755,090 shares

    7.6% of the 13F portfolio, value $175,657,869.

    13F-HR 0001420506-25-000826 filed by Fund Evaluation Group, 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 4,200,429 shares
    Change vs previous 13F +3,190,816 shares

    4.55% of the 13F portfolio, value $97,365,947.

    13F-HR 0001420506-25-000306 filed by Fund Evaluation Group, 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 1,009,613 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $68,502,000.

    13F-HR 0001356249-24-000008 filed by Fund Evaluation Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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