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Disclosery

Gordian Advisors LLC: SCHX position timeline

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

Gordian Advisors LLC held 1,098,792 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,098,792 shares
    Change vs previous 13F -4,658 shares

    19.02% of the 13F portfolio, value $32,337,447.

    13F-HR 0002011856-26-000003 filed by Gordian Advisors 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 1,103,450 shares
    Change vs previous 13F -5,296 shares

    18.85% of the 13F portfolio, value $28,292,459.

    13F-HR 0002011856-26-000002 filed by Gordian Advisors 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 1,108,746 shares
    Change vs previous 13F -43,258 shares

    19.77% of the 13F portfolio, value $29,836,347.

    13F-HR 0002011856-26-000001 filed by Gordian Advisors 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 1,152,004 shares
    Change vs previous 13F -2,260 shares

    20.39% of the 13F portfolio, value $30,343,773.

    13F-HR 0002011856-25-000005 filed by Gordian Advisors 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 1,154,264 shares
    Change vs previous 13F -31,718 shares

    20.19% of the 13F portfolio, value $28,210,215.

    13F-HR 0002011856-25-000004 filed by Gordian Advisors 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 1,185,982 shares
    Change vs previous 13F -1,469 shares

    20.81% of the 13F portfolio, value $26,186,488.

    13F-HR 0002011856-25-000003 filed by Gordian Advisors 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 1,187,451 shares
    Change vs previous 13F +778,177 shares

    21.78% of the 13F portfolio, value $27,525,109.

    13F-HR 0002011856-25-000001 filed by Gordian Advisors 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 409,274 shares
    Change vs previous 13F not available

    22.15% of the 13F portfolio, value $27,769,266.

    13F-HR 0002011856-24-000004 filed by Gordian Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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