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Leverty Financial Group, LLC: SCHX position timeline

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

Leverty Financial Group, LLC held 590,174 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 590,174 shares
    Change vs previous 13F +13,627 shares

    3.23% of the 13F portfolio, value $17,705,232.

    13F-HR 0002085853-26-001117 filed by Leverty Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 576,547 shares
    Change vs previous 13F +14,038 shares

    3.3% of the 13F portfolio, value $16,967,765.

    13F-HR 0002085853-26-000686 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 562,509 shares
    Change vs previous 13F +123,973 shares

    3.19% of the 13F portfolio, value $14,422,732.

    13F-HR 0002085853-26-000307 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 438,536 shares
    Change vs previous 13F +17,429 shares

    2.82% of the 13F portfolio, value $11,801,005.

    13F-HR 0002085853-26-000020 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 421,107 shares
    Change vs previous 13F -4,459 shares

    2.88% of the 13F portfolio, value $11,091,959.

    13F-HR 0002085853-25-000022 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 425,566 shares
    Change vs previous 13F -3,355,196 shares

    3.11% of the 13F portfolio, value $10,400,834.

    13F-HR 0001908386-25-000004 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,780,762 shares
    Change vs previous 13F +1,179,570 shares

    34.13% of the 13F portfolio, value $83,477,100.

    13F-HR 0001908386-25-000003 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,601,192 shares
    Change vs previous 13F not available

    30.68% of the 13F portfolio, value $60,296,310.

    13F-HR 0001908386-25-000002 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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