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LOWE BROCKENBROUGH & CO INC: SCHX position timeline

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

LOWE BROCKENBROUGH & CO INC held 881,010 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 881,010 shares
    Change vs previous 13F -45,409 shares

    1.15% of the 13F portfolio, value $25,928,124.

    13F-HR 0001398344-26-013315 filed by LOWE BROCKENBROUGH & CO INC
    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 926,419 shares
    Change vs previous 13F -18,592 shares

    1.18% of the 13F portfolio, value $23,753,383.

    13F-HR 0001398344-26-008674 filed by LOWE BROCKENBROUGH & CO INC
    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 945,011 shares
    Change vs previous 13F -23,659 shares

    1.25% of the 13F portfolio, value $25,430,813.

    13F-HR 0001398344-26-002713 filed by LOWE BROCKENBROUGH & CO INC
    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 968,670 shares
    Change vs previous 13F +6,347 shares

    1.31% of the 13F portfolio, value $25,514,768.

    13F-HR 0001398344-25-020376 filed by LOWE BROCKENBROUGH & CO INC
    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 962,323 shares
    Change vs previous 13F +90,896 shares

    1.32% of the 13F portfolio, value $23,519,174.

    13F-HR 0001398344-25-014939 filed by LOWE BROCKENBROUGH & CO INC
    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 871,427 shares
    Change vs previous 13F -150,017 shares

    1.27% of the 13F portfolio, value $19,241,108.

    13F-HR 0001398344-25-009243 filed by LOWE BROCKENBROUGH & CO INC
    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 1,021,444 shares
    Change vs previous 13F +725,625 shares

    1.52% of the 13F portfolio, value $23,677,072.

    13F-HR 0001398344-25-002398 filed by LOWE BROCKENBROUGH & CO INC
    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 295,819 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $20,071,319.

    13F-HR 0001398344-24-019524 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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