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Disclosery

MOTCO: SCHX position timeline

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

MOTCO held 7,157 SCHX 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 7,157 shares
    Change vs previous 13F -6,366 shares

    0.02% of the 13F portfolio, value $210,631.

    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 13,523 shares
    Change vs previous 13F +1,425 shares

    0.03% of the 13F portfolio, value $346,730.

    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 12,098 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $325,557.

    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 12,098 shares
    Change vs previous 13F -551 shares

    0.03% of the 13F portfolio, value $318,661.

    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 12,649 shares
    Change vs previous 13F -245 shares

    0.03% of the 13F portfolio, value $316,731.

    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 12,894 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $284,700.

    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 12,894 shares
    Change vs previous 13F +8,596 shares

    0.03% of the 13F portfolio, value $298,883.

    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 4,298 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $291,619.

    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).