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NAPLES GLOBAL ADVISORS, LLC: SCHX position timeline

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

NAPLES GLOBAL ADVISORS, LLC held 153,753 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,753 shares
    Change vs previous 13F +2,962 shares

    0.28% of the 13F portfolio, value $4,524,938.

    13F-HR 0001582151-26-000007 filed by NAPLES GLOBAL 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 150,791 shares
    Change vs previous 13F -7,140 shares

    0.28% of the 13F portfolio, value $3,866,282.

    13F-HR 0001582151-26-000002 filed by NAPLES GLOBAL 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 157,931 shares
    Change vs previous 13F +7,187 shares

    0.32% of the 13F portfolio, value $4,249,924.

    13F-HR 0001582151-26-000001 filed by NAPLES GLOBAL 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 150,744 shares
    Change vs previous 13F +1,965 shares

    0.31% of the 13F portfolio, value $3,970,597.

    13F-HR 0001582151-25-000008 filed by NAPLES GLOBAL 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 148,779 shares
    Change vs previous 13F +2,851 shares

    0.31% of the 13F portfolio, value $3,636,159.

    13F-HR 0001582151-25-000003 filed by NAPLES GLOBAL 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 145,928 shares
    Change vs previous 13F -14,509 shares

    0.31% of the 13F portfolio, value $3,222,091.

    13F-HR 0001582151-25-000002 filed by NAPLES GLOBAL 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 160,437 shares
    Change vs previous 13F +104,118 shares

    0.35% of the 13F portfolio, value $3,718,930.

    13F-HR 0001582151-25-000001 filed by NAPLES GLOBAL 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 56,319 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,821,245.

    13F-HR 0001582151-24-000006 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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