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HBK Sorce Advisory LLC: SCHX position timeline

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

HBK Sorce Advisory LLC held 35,214,246 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,214,246 shares
    Change vs previous 13F +330,807 shares

    20.85% of the 13F portfolio, value $1,069,104,515.

    13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory 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 34,883,439 shares
    Change vs previous 13F +404,274 shares

    20.64% of the 13F portfolio, value $1,011,619,723.

    13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory 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 34,479,165 shares
    Change vs previous 13F +437,374 shares

    21.57% of the 13F portfolio, value $939,212,442.

    13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory 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/A 34,041,791 shares
    Change vs previous 13F +515,524 shares

    22.49% of the 13F portfolio, value $897,001,199.

    13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory 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 33,526,267 shares
    Change vs previous 13F +495,450 shares

    22.2% of the 13F portfolio, value $819,381,963.

    13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory 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 33,030,817 shares
    Change vs previous 13F +890,971 shares

    21.41% of the 13F portfolio, value $729,320,441.

    13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory 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 32,139,846 shares
    Change vs previous 13F +21,503,265 shares

    22.48% of the 13F portfolio, value $745,001,633.

    13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory 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 10,636,581 shares
    Change vs previous 13F not available

    21.99% of the 13F portfolio, value $721,692,051.

    13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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