Skip to content
Disclosery

Kathmere Capital Management, LLC: SCHX position timeline

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

Kathmere Capital Management, LLC held 115,222 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,222 shares
    Change vs previous 13F +3,311 shares

    0.18% of the 13F portfolio, value $3,390,983.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, 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 111,911 shares
    Change vs previous 13F -2,169 shares

    0.18% of the 13F portfolio, value $2,869,398.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, 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 114,080 shares
    Change vs previous 13F -2,590 shares

    0.21% of the 13F portfolio, value $3,069,893.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, 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 116,670 shares
    Change vs previous 13F -3,067 shares

    0.22% of the 13F portfolio, value $3,073,088.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 119,737 shares
    Change vs previous 13F -3,821 shares

    0.23% of the 13F portfolio, value $2,926,372.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 123,558 shares
    Change vs previous 13F +103 shares

    0.23% of the 13F portfolio, value $2,728,161.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, 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 123,455 shares
    Change vs previous 13F +80,610 shares

    0.26% of the 13F portfolio, value $2,861,687.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, 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 42,845 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,907,033.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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