Skip to content
Disclosery

Gradient Capital Advisors, LLC: SCHX position timeline

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

Gradient Capital Advisors, LLC held 259,820 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 259,820 shares
    Change vs previous 13F -1,352 shares

    1.77% of the 13F portfolio, value $7,646,512.

    13F-HR 0001727917-26-000006 filed by Gradient Capital 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 261,172 shares
    Change vs previous 13F -4,688 shares

    1.74% of the 13F portfolio, value $6,696,439.

    13F-HR 0001727917-26-000004 filed by Gradient Capital 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 265,860 shares
    Change vs previous 13F -13,917 shares

    1.84% of the 13F portfolio, value $7,154,282.

    13F-HR 0001727917-26-000002 filed by Gradient Capital 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 279,777 shares
    Change vs previous 13F -2,673 shares

    1.98% of the 13F portfolio, value $7,369,314.

    13F-HR 0001727917-25-000011 filed by Gradient Capital 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 282,450 shares
    Change vs previous 13F +5,820 shares

    2.04% of the 13F portfolio, value $6,903,075.

    13F-HR 0001727917-25-000009 filed by Gradient Capital 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 276,630 shares
    Change vs previous 13F -6,858 shares

    1.99% of the 13F portfolio, value $6,107,989.

    13F-HR 0001727917-25-000005 filed by Gradient Capital 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 283,488 shares
    Change vs previous 13F +186,725 shares

    2.12% of the 13F portfolio, value $6,571,253.

    13F-HR 0001727917-25-000002 filed by Gradient Capital 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 96,763 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $6,565,361.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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