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Disclosery

Matrix Trust Co: SCHF position timeline

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

Matrix Trust Co held 2,027,938 SCHF 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 2,027,938 shares
    Change vs previous 13F +6,176 shares

    8.1% of the 13F portfolio, value $55,707,000.

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

  2. period ended2026-06-30
    13F 2,021,762 shares
    Change vs previous 13F +5,960 shares

    8.12% of the 13F portfolio, value $56,003,000.

    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 2,015,802 shares
    Change vs previous 13F -5,588 shares

    8.29% of the 13F portfolio, value $49,891,000.

    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 2,021,390 shares
    Change vs previous 13F +64,337 shares

    8.02% of the 13F portfolio, value $48,594,000.

    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 1,957,053 shares
    Change vs previous 13F -95,356 shares

    7.13% of the 13F portfolio, value $45,560,000.

    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 2,052,409 shares
    Change vs previous 13F +19,446 shares

    7.22% of the 13F portfolio, value $45,358,000.

    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 2,032,963 shares
    Change vs previous 13F -6,193 shares

    6.78% of the 13F portfolio, value $40,212,000.

    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 2,039,156 shares
    Change vs previous 13F not available

    6.56% of the 13F portfolio, value $37,724,000.

    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).