Grant/GrossMendelsohn, LLC: SCHX position timeline

Grant/GrossMendelsohn, LLC held 130,519 SCHX shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 130,519 shares

   Change vs previous 13F +16,024 shares

   1.58% of the 13F portfolio, value $2,841,389.

   13F-HR 0001214659-25-006735 filed by Grant/GrossMendelsohn, LLC
   Filed 2025-05-01 (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).

2. period ended2024-12-31

   13F 114,495 shares

   Change vs previous 13F +78,800 shares

   1.39% of the 13F portfolio, value $2,653,992.

   13F-HR 0001214659-25-000598 filed by Grant/GrossMendelsohn, LLC
   Filed 2025-01-15 (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).

3. period ended2024-09-30

   13F 35,695 shares

   Change vs previous 13F +2,421 shares

   1.04% of the 13F portfolio, value $2,421,920.

   13F-HR 0001214659-24-017513 filed by Grant/GrossMendelsohn, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 33,274 shares

   Change vs previous 13F +966 shares

   0.98% of the 13F portfolio, value $2,144,712.

   13F-HR 0001214659-24-012765 filed by Grant/GrossMendelsohn, LLC
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 32,308 shares

   Change vs previous 13F +6,702 shares

   0.93% of the 13F portfolio, value $1,991,465.

   13F-HR 0001214659-24-007533 filed by Grant/GrossMendelsohn, LLC
   Filed 2024-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

6. period ended2023-12-31

   13F 25,606 shares

   Change vs previous 13F +6,278 shares

   0.61% of the 13F portfolio, value $1,479,515.

   13F-HR 0001214659-24-001405 filed by Grant/GrossMendelsohn, LLC
   Filed 2024-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

7. period ended2023-09-30

   13F 19,328 shares

   Change vs previous 13F +1,006 shares

   0.42% of the 13F portfolio, value $977,997.

   13F-HR 0001214659-23-013837 filed by Grant/GrossMendelsohn, LLC
   Filed 2023-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

8. period ended2023-06-30

   13F 18,322 shares

   Change vs previous 13F not available

   0.39% of the 13F portfolio, value $960,073.

   13F-HR 0001214659-23-009755 filed by Grant/GrossMendelsohn, LLC
   Filed 2023-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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