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MCF Advisors LLC: SCHX position timeline

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

MCF Advisors LLC held 734,780 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 734,780 shares
    Change vs previous 13F -2,436 shares

    0.77% of the 13F portfolio, value $21,624,569.

    13F-HR 0001602905-26-000008 filed by MCF Advisors 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 737,216 shares
    Change vs previous 13F -27,791 shares

    0.83% of the 13F portfolio, value $18,902,220.

    13F-HR 0001602905-26-000004 filed by MCF Advisors 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 765,007 shares
    Change vs previous 13F -16,842 shares

    1.14% of the 13F portfolio, value $20,586,330.

    13F-HR 0001602905-26-000001 filed by MCF Advisors 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 781,849 shares
    Change vs previous 13F -8,161 shares

    1.26% of the 13F portfolio, value $20,593,914.

    13F-HR 0001602905-25-000007 filed by MCF Advisors 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 790,010 shares
    Change vs previous 13F +173,379 shares

    1.28% of the 13F portfolio, value $19,307,849.

    13F-HR 0001602905-25-000004 filed by MCF Advisors 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 616,631 shares
    Change vs previous 13F -17,430 shares

    0.98% of the 13F portfolio, value $13,615,220.

    13F-HR 0001602905-25-000003 filed by MCF Advisors 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 634,061 shares
    Change vs previous 13F +422,673 shares

    1.03% of the 13F portfolio, value $14,697,545.

    13F-HR 0001602905-25-000001 filed by MCF Advisors 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 211,388 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $14,342,660.

    13F-HR 0001602905-24-000007 filed by MCF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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