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Mutual Advisors, LLC: SCHI position timeline

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

Mutual Advisors, LLC held 230,538 SCHI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,538 shares
    Change vs previous 13F +18,460 shares

    0.1% of the 13F portfolio, value $5,219,383.

    13F-HR 0001986152-26-000154 filed by Mutual 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 212,078 shares
    Change vs previous 13F +34,427 shares

    0.1% of the 13F portfolio, value $4,809,919.

    13F-HR 0001986152-26-000054 filed by Mutual 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 177,651 shares
    Change vs previous 13F -8,809 shares

    0.09% of the 13F portfolio, value $4,080,645.

    13F-HR 0001986152-26-000005 filed by Mutual 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 186,460 shares
    Change vs previous 13F +20,572 shares

    0.1% of the 13F portfolio, value $4,327,737.

    13F-HR 0001986152-25-000100 filed by Mutual 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 165,888 shares
    Change vs previous 13F +13,744 shares

    0.09% of the 13F portfolio, value $3,762,349.

    13F-HR 0001986152-25-000050 filed by Mutual 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 152,144 shares
    Change vs previous 13F +27,931 shares

    0.1% of the 13F portfolio, value $3,406,497.

    13F-HR 0001986152-25-000037 filed by Mutual 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 124,213 shares
    Change vs previous 13F +3,053 shares

    0.08% of the 13F portfolio, value $2,740,129.

    13F-HR 0001986152-25-000002 filed by Mutual 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 121,160 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,729,732.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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