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HOWE & RUSLING INC: SCHX position timeline

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

HOWE & RUSLING INC held 11,732 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,732 shares
    Change vs previous 13F -749 shares

    0.02% of the 13F portfolio, value $345,273.

    13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
    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 12,481 shares
    Change vs previous 13F -40,803 shares

    0.02% of the 13F portfolio, value $320,013.

    13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
    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 53,284 shares
    Change vs previous 13F +9,039 shares

    0.09% of the 13F portfolio, value $1,433,873.

    13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
    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 44,245 shares
    Change vs previous 13F -5,386 shares

    0.08% of the 13F portfolio, value $1,165,402.

    13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
    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 49,631 shares
    Change vs previous 13F +8,231 shares

    0.09% of the 13F portfolio, value $1,212,972.

    13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
    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 41,400 shares
    Change vs previous 13F +9,615 shares

    0.08% of the 13F portfolio, value $914,103.

    13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
    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 31,785 shares
    Change vs previous 13F +24,938 shares

    0.06% of the 13F portfolio, value $736,777.

    13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
    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 6,847 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $464,569.

    13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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