Mosaic Family Wealth, LLC: SCHX position timeline

Mosaic Family Wealth, LLC held 36,729 SCHX shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

1. period ended2021-12-31

   13F 36,729 shares

   Change vs previous 13F -761 shares

   1.09% of the 13F portfolio, value $4,181,000.

   13F-HR 0001760472-22-000002 filed by Mosaic Family Wealth, LLC
   Filed 2022-01-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

2. period ended2021-09-30

   13F 37,490 shares

   Change vs previous 13F +120 shares

   1.08% of the 13F portfolio, value $3,900,000.

   13F-HR 0001674343-21-000004 filed by Mosaic Family Wealth, LLC
   Filed 2021-10-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

3. period ended2021-06-30

   13F 37,370 shares

   Change vs previous 13F +114 shares

   1.13% of the 13F portfolio, value $3,885,000.

   13F-HR 0001674343-21-000003 filed by Mosaic Family Wealth, LLC
   Filed 2021-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

4. period ended2021-03-31

   13F 37,256 shares

   Change vs previous 13F -64 shares

   1.12% of the 13F portfolio, value $3,578,000.

   13F-HR 0001674343-21-000002 filed by Mosaic Family Wealth, LLC
   Filed 2021-04-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

5. period ended2020-12-31

   13F 37,320 shares

   Change vs previous 13F not available

   1.14% of the 13F portfolio, value $3,394,000.

   13F-HR 0001674343-21-000001 filed by Mosaic Family Wealth, LLC
   Filed 2021-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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