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Disclosery

LongView Wealth Management: SCHX position timeline

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

LongView Wealth Management held 418,242 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 418,242 shares
    Change vs previous 13F +138 shares

    3.16% of the 13F portfolio, value $12,308,849.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 418,104 shares
    Change vs previous 13F -5,816 shares

    2.87% of the 13F portfolio, value $11,443,501.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 423,920 shares
    Change vs previous 13F -2,952 shares

    2.81% of the 13F portfolio, value $11,645,070.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 426,872 shares
    Change vs previous 13F -5,636 shares

    3.05% of the 13F portfolio, value $11,243,816.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 432,508 shares
    Change vs previous 13F +13,527 shares

    3.2% of the 13F portfolio, value $10,570,501.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 418,981 shares
    Change vs previous 13F +25,392 shares

    2.77% of the 13F portfolio, value $9,251,093.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 393,589 shares
    Change vs previous 13F +265,922 shares

    2.78% of the 13F portfolio, value $9,123,404.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 127,667 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $8,662,227.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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