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MOSELEY INVESTMENT MANAGEMENT INC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOSELEY INVESTMENT MANAGEMENT INC on SCHX, newest first. How the timeline and the estimate are built.

MOSELEY INVESTMENT MANAGEMENT INC held 22,841 SCHX shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 22,841 shares
    Change vs previous 13F -700 shares

    0.19% of the 13F portfolio, value $585,643.

    13F-HR 0000906396-26-000002 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 23,541 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $633,488.

    13F-HR 0000906396-26-000001 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 23,541 shares
    Change vs previous 13F -400 shares

    0.19% of the 13F portfolio, value $620,070.

    13F-HR 0000906396-25-000006 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 23,941 shares
    Change vs previous 13F -500 shares

    0.2% of the 13F portfolio, value $585,118.

    13F-HR 0000906396-25-000005 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 24,441 shares
    Change vs previous 13F -1,632 shares

    0.21% of the 13F portfolio, value $539,657.

    13F-HR 0000906396-25-000004 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 26,073 shares
    Change vs previous 13F +17,382 shares

    0.24% of the 13F portfolio, value $604,372.

    13F-HR 0000906396-25-000001 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,691 shares
    Change vs previous 13F -163 shares

    0.24% of the 13F portfolio, value $589,684.

    13F-HR 0000906396-24-000004 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 8,854 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $568,870.

    13F-HR 0000906396-24-000003 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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