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Disclosery

Matrix Trust Co: SCHX position timeline

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

Matrix Trust Co held 1,463,791 SCHX 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 1,463,791 shares
    Change vs previous 13F -1,027 shares

    6.39% of the 13F portfolio, value $43,914,000.

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

  2. period ended2026-06-30
    13F 1,464,818 shares
    Change vs previous 13F +12,079 shares

    6.25% of the 13F portfolio, value $43,110,000.

    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 1,452,739 shares
    Change vs previous 13F -3,702 shares

    6.19% of the 13F portfolio, value $37,248,000.

    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 1,456,441 shares
    Change vs previous 13F +15,610 shares

    6.47% of the 13F portfolio, value $39,193,000.

    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 1,440,831 shares
    Change vs previous 13F -9,003 shares

    5.94% of the 13F portfolio, value $37,952,000.

    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 1,449,834 shares
    Change vs previous 13F +19,312 shares

    5.64% of the 13F portfolio, value $35,434,000.

    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 1,430,522 shares
    Change vs previous 13F -4,305 shares

    5.33% of the 13F portfolio, value $31,586,000.

    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 1,434,827 shares
    Change vs previous 13F not available

    5.78% of the 13F portfolio, value $33,259,000.

    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).