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Disclosery

MOTCO: SCHC position timeline

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

MOTCO held 3,921 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,921 shares
    Change vs previous 13F -2,735 shares

    0.02% of the 13F portfolio, value $188,679.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 6,656 shares
    Change vs previous 13F +569 shares

    0.03% of the 13F portfolio, value $311,102.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 6,087 shares
    Change vs previous 13F -2,443 shares

    0.03% of the 13F portfolio, value $277,141.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 8,530 shares
    Change vs previous 13F -902 shares

    0.04% of the 13F portfolio, value $388,201.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 9,432 shares
    Change vs previous 13F -4,035 shares

    0.04% of the 13F portfolio, value $400,200.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 13,467 shares
    Change vs previous 13F -3,187 shares

    0.05% of the 13F portfolio, value $483,196.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 16,654 shares
    Change vs previous 13F -1,023 shares

    0.06% of the 13F portfolio, value $571,732.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 17,677 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $681,095.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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