HENGEHOLD CAPITAL MANAGEMENT LLC: SCHX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HENGEHOLD CAPITAL MANAGEMENT LLC on SCHX, newest first. How the timeline and the estimate are built.
HENGEHOLD CAPITAL MANAGEMENT LLC held 776,436 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 776,436 sharesChange vs previous 13F -1,415 shares
1.77% of the 13F portfolio, value $22,850,502.
13F-HR 0001536430-26-000003 filed by HENGEHOLD CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 777,851 sharesChange vs previous 13F -21,786 shares
1.74% of the 13F portfolio, value $19,944,110.
13F-HR 0001536430-26-000002 filed by HENGEHOLD CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 799,637 sharesChange vs previous 13F -15,125 shares
1.81% of the 13F portfolio, value $21,518,238.
13F-HR 0001536430-26-000001 filed by HENGEHOLD CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 814,762 sharesChange vs previous 13F -21,862 shares
1.83% of the 13F portfolio, value $21,460,842.
13F-HR 0001536430-25-000003 filed by HENGEHOLD CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 836,624 sharesChange vs previous 13F +1,307 shares
1.86% of the 13F portfolio, value $20,447,079.
13F-HR 0001085146-25-003918 filed by HENGEHOLD CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 835,317 sharesChange vs previous 13F -18,305 shares
1.75% of the 13F portfolio, value $18,443,793.
13F-HR 0001085146-25-002168 filed by HENGEHOLD CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 853,622 sharesChange vs previous 13F +561,384 shares
1.86% of the 13F portfolio, value $19,786,966.
13F-HR 0001085146-25-000313 filed by HENGEHOLD CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 292,238 sharesChange vs previous 13F not available
1.88% of the 13F portfolio, value $19,828,358.
13F-HR 0001085146-24-004960 filed by HENGEHOLD CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).