Joseph P. Lucia & Associates, LLC: SCHX position timeline

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

Joseph P. Lucia & Associates, LLC held 94,370 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 94,370 shares
Change vs previous 13F -6,199 shares
0.84% of the 13F portfolio, value $2,777,309.
13F-HR 0001172661-26-003168 filed by Joseph P. Lucia & Associates, LLC
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 100,569 shares
Change vs previous 13F -1,526 shares
0.92% of the 13F portfolio, value $2,578,589.
13F-HR 0001172661-26-002008 filed by Joseph P. Lucia & Associates, LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 102,095 shares
Change vs previous 13F -4,603 shares
0.99% of the 13F portfolio, value $2,747,376.
13F-HR 0001172661-26-000357 filed by Joseph P. Lucia & Associates, LLC
Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 106,698 shares
Change vs previous 13F -414 shares
1.06% of the 13F portfolio, value $2,810,425.
13F-HR 0001172661-25-004332 filed by Joseph P. Lucia & Associates, LLC
Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 107,112 shares
Change vs previous 13F +127 shares
1.07% of the 13F portfolio, value $2,617,817.
13F-HR 0001172661-25-002861 filed by Joseph P. Lucia & Associates, LLC
Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 106,985 shares
Change vs previous 13F -3,651 shares
1.08% of the 13F portfolio, value $2,362,229.
13F-HR 0001172661-25-001800 filed by Joseph P. Lucia & Associates, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 110,636 shares
Change vs previous 13F +72,486 shares
1.14% of the 13F portfolio, value $2,564,542.
13F-HR 0001172661-25-000309 filed by Joseph P. Lucia & Associates, LLC
Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 38,150 shares
Change vs previous 13F not available
1.19% of the 13F portfolio, value $2,588,478.
13F-HR 0001172661-24-004326 filed by Joseph P. Lucia & Associates, LLC
Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).