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Disclosery

Matrix Trust Co: SCHP position timeline

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

Matrix Trust Co held 1,379,918 SCHP 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 1,379,918 shares
    Change vs previous 13F +76,275 shares

    5.04% of the 13F portfolio, value $34,677,000.

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

  2. period ended2026-06-30
    13F 1,303,643 shares
    Change vs previous 13F -66,382 shares

    5.01% of the 13F portfolio, value $34,547,000.

    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 1,370,025 shares
    Change vs previous 13F -109,659 shares

    6.06% of the 13F portfolio, value $36,456,000.

    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 1,479,684 shares
    Change vs previous 13F -112,117 shares

    6.47% of the 13F portfolio, value $39,197,000.

    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 1,591,801 shares
    Change vs previous 13F -14,295 shares

    6.72% of the 13F portfolio, value $42,899,000.

    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 1,606,096 shares
    Change vs previous 13F +525,519 shares

    6.82% of the 13F portfolio, value $42,851,000.

    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 1,080,577 shares
    Change vs previous 13F -71,274 shares

    4.9% of the 13F portfolio, value $29,057,000.

    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 1,151,851 shares
    Change vs previous 13F not available

    5.17% of the 13F portfolio, value $29,752,000.

    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).