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MARIETTA INVESTMENT PARTNERS LLC: SCHX position timeline

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

MARIETTA INVESTMENT PARTNERS LLC held 35,202 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,202 shares
    Change vs previous 13F +583 shares

    0.18% of the 13F portfolio, value $1,035,995.

    13F-HR 0000892712-26-000342 filed by MARIETTA INVESTMENT PARTNERS 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 34,619 shares
    Change vs previous 13F -4,482 shares

    0.18% of the 13F portfolio, value $887,631.

    13F-HR 0000892712-26-000221 filed by MARIETTA INVESTMENT PARTNERS 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 39,101 shares
    Change vs previous 13F +1,709 shares

    0.21% of the 13F portfolio, value $1,052,208.

    13F-HR 0000892712-26-000074 filed by MARIETTA INVESTMENT PARTNERS 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 37,392 shares
    Change vs previous 13F -210 shares

    0.19% of the 13F portfolio, value $984,905.

    13F-HR 0000892712-25-000147 filed by MARIETTA INVESTMENT PARTNERS 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 37,602 shares
    Change vs previous 13F -1,155 shares

    0.2% of the 13F portfolio, value $918,993.

    13F-HR 0000892712-25-000091 filed by MARIETTA INVESTMENT PARTNERS 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 38,757 shares
    Change vs previous 13F -3,171 shares

    0.21% of the 13F portfolio, value $855,755.

    13F-HR 0000892712-25-000060 filed by MARIETTA INVESTMENT PARTNERS 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 41,928 shares
    Change vs previous 13F +28,275 shares

    0.21% of the 13F portfolio, value $971,891.

    13F-HR 0000892712-25-000031 filed by MARIETTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,653 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $926,356.

    13F-HR 0000892712-24-000129 filed by MARIETTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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