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Disclosery

IEQ CAPITAL, LLC: SCHX position timeline

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

IEQ CAPITAL, LLC held 446,768 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 446,768 shares
    Change vs previous 13F +35,869 shares

    0.06% of the 13F portfolio, value $13,148,385.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 410,899 shares
    Change vs previous 13F +35,661 shares

    0.05% of the 13F portfolio, value $10,535,447.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 375,238 shares
    Change vs previous 13F -3,957 shares

    0.03% of the 13F portfolio, value $10,097,642.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 379,195 shares
    Change vs previous 13F +131,203 shares

    0.03% of the 13F portfolio, value $9,987,978.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 247,992 shares
    Change vs previous 13F +20,758 shares

    0.04% of the 13F portfolio, value $6,060,931.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 227,234 shares
    Change vs previous 13F +51,727 shares

    0.04% of the 13F portfolio, value $5,017,334.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 175,507 shares
    Change vs previous 13F +112,898 shares

    0.04% of the 13F portfolio, value $4,068,253.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 62,609 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,248,031.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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