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Disclosery

Matrix Trust Co: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Matrix Trust Co on SCHA, newest first. How the timeline and the estimate are built.

Matrix Trust Co held 553,199 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 553,199 shares
    Change vs previous 13F -142 shares

    2.63% of the 13F portfolio, value $18,051,000.

    13F-HR 0001784277-26-000008 filed by Matrix Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 553,341 shares
    Change vs previous 13F +4,243 shares

    2.9% of the 13F portfolio, value $19,992,000.

    13F-HR 0001784277-26-000006 filed by Matrix Trust Co
    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 549,098 shares
    Change vs previous 13F -836 shares

    2.65% of the 13F portfolio, value $15,968,000.

    13F-HR 0001784277-26-000004 filed by Matrix Trust Co
    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 549,934 shares
    Change vs previous 13F +8,028 shares

    2.59% of the 13F portfolio, value $15,662,000.

    13F-HR 0001784277-26-000001 filed by Matrix Trust Co
    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 541,906 shares
    Change vs previous 13F +2,808 shares

    2.37% of the 13F portfolio, value $15,119,000.

    13F-HR 0001784277-25-000009 filed by Matrix Trust Co
    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 539,098 shares
    Change vs previous 13F +6,860 shares

    2.17% of the 13F portfolio, value $13,639,000.

    13F-HR 0001784277-25-000005 filed by Matrix Trust Co
    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 532,238 shares
    Change vs previous 13F -640 shares

    2.1% of the 13F portfolio, value $12,470,000.

    13F-HR 0001784277-25-000003 filed by Matrix Trust Co
    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 532,878 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $13,780,000.

    13F-HR 0001784277-25-000001 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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