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Disclosery

Homrich & Berg: SCHX position timeline

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

Homrich & Berg held 203,129 SCHX shares at 2021-09-30 per its 13F-HR filed 2021-12-08.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 203,129 shares
    Change vs previous 13F -101 shares

    0.47% of the 13F portfolio, value $21,132,000.

    13F-HR 0001172661-21-002424 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 203,230 shares
    Change vs previous 13F -1,377 shares

    0.49% of the 13F portfolio, value $21,130,000.

    13F-HR 0001172661-21-001584 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 204,607 shares
    Change vs previous 13F +1,025 shares

    0.51% of the 13F portfolio, value $19,648,000.

    13F-HR 0001172661-21-001353 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 203,582 shares
    Change vs previous 13F +103,845 shares

    0.53% of the 13F portfolio, value $18,516,000.

    13F-HR 0001172661-21-000801 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 99,737 shares
    Change vs previous 13F +92,807 shares

    0.28% of the 13F portfolio, value $8,042,000.

    13F-HR 0001172661-20-002087 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 6,930 shares
    Change vs previous 13F +589 shares

    0.02% of the 13F portfolio, value $514,000.

    13F-HR 0001172661-20-001674 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 6,341 shares
    Change vs previous 13F +829 shares

    0.02% of the 13F portfolio, value $388,000.

    13F-HR 0001172661-20-001163 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 5,512 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $423,000.

    13F-HR 0001172661-20-000445 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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