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KLINGENSTEIN FIELDS & CO LP: SCHX position timeline

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

KLINGENSTEIN FIELDS & CO LP held 251,282 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 251,282 shares
    Change vs previous 13F +2,291 shares

    0.26% of the 13F portfolio, value $7,395,237.

    13F-HR 0001398344-26-013512 filed by KLINGENSTEIN FIELDS & CO LP
    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 248,991 shares
    Change vs previous 13F -370 shares

    0.25% of the 13F portfolio, value $6,384,136.

    13F-HR 0001398344-26-009033 filed by KLINGENSTEIN FIELDS & CO LP
    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 249,361 shares
    Change vs previous 13F +947 shares

    0.25% of the 13F portfolio, value $6,710,302.

    13F-HR 0001398344-26-002952 filed by KLINGENSTEIN FIELDS & CO LP
    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 248,414 shares
    Change vs previous 13F -2,197 shares

    0.25% of the 13F portfolio, value $6,543,213.

    13F-HR 0001398344-25-020923 filed by KLINGENSTEIN FIELDS & CO LP
    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 250,611 shares
    Change vs previous 13F -5,669 shares

    0.24% of the 13F portfolio, value $6,124,938.

    13F-HR 0000859872-25-000003 filed by KLINGENSTEIN FIELDS & CO LP
    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 256,280 shares
    Change vs previous 13F +2,967 shares

    0.24% of the 13F portfolio, value $5,658,661.

    13F-HR 0000859872-25-000002 filed by KLINGENSTEIN FIELDS & CO LP
    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 253,313 shares
    Change vs previous 13F +167,731 shares

    0.24% of the 13F portfolio, value $5,871,786.

    13F-HR 0000859872-25-000001 filed by KLINGENSTEIN FIELDS & CO LP
    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 85,582 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,806,759.

    13F-HR 0000859872-24-000005 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

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