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KEYVANTAGE WEALTH, LLC: SCHX position timeline

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

KEYVANTAGE WEALTH, LLC held 474,745 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 474,745 shares
    Change vs previous 13F +8,381 shares

    5.29% of the 13F portfolio, value $13,971,737.

    13F-HR 0001765380-26-000335 filed by KEYVANTAGE WEALTH, 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 466,364 shares
    Change vs previous 13F -24,385 shares

    5.27% of the 13F portfolio, value $11,957,563.

    13F-HR 0001765380-26-000153 filed by KEYVANTAGE WEALTH, 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 490,749 shares
    Change vs previous 13F -9,599 shares

    5.65% of the 13F portfolio, value $13,206,054.

    13F-HR 0001765380-26-000084 filed by KEYVANTAGE WEALTH, 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 500,348 shares
    Change vs previous 13F -10,285 shares

    5.53% of the 13F portfolio, value $13,179,179.

    13F-HR 0001765380-25-000448 filed by KEYVANTAGE WEALTH, 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 510,633 shares
    Change vs previous 13F -20,591 shares

    5.6% of the 13F portfolio, value $12,479,866.

    13F-HR 0001765380-25-000319 filed by KEYVANTAGE WEALTH, 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 531,224 shares
    Change vs previous 13F -92,071 shares

    5.71% of the 13F portfolio, value $11,729,417.

    13F-HR 0001765380-25-000182 filed by KEYVANTAGE WEALTH, 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 623,295 shares
    Change vs previous 13F not available

    10.33% of the 13F portfolio, value $14,447,987.

    13F-HR 0001765380-25-000113 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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