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Disclosery

Narwhal Capital Management: SCHX position timeline

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

Narwhal Capital Management held 13,033 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,033 shares
    Change vs previous 13F +1,002 shares

    0.03% of the 13F portfolio, value $383,549.

    13F-HR 0001461287-26-000003 filed by Narwhal Capital Management
    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 12,031 shares
    Change vs previous 13F -73 shares

    0.02% of the 13F portfolio, value $308,479.

    13F-HR 0001461287-26-000002 filed by Narwhal Capital Management
    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 12,104 shares
    Change vs previous 13F +1,013 shares

    0.02% of the 13F portfolio, value $325,711.

    13F-HR 0001461287-26-000001 filed by Narwhal Capital Management
    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 11,091 shares
    Change vs previous 13F -1,088 shares

    0.02% of the 13F portfolio, value $292,126.

    13F-HR 0001461287-25-000005 filed by Narwhal Capital Management
    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 12,179 shares
    Change vs previous 13F -546 shares

    0.02% of the 13F portfolio, value $297,644.

    13F-HR 0001085146-25-004109 filed by Narwhal Capital Management
    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 12,725 shares
    Change vs previous 13F +2,816 shares

    0.03% of the 13F portfolio, value $280,958.

    13F-HR 0001085146-25-002254 filed by Narwhal Capital Management
    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 9,909 shares
    Change vs previous 13F +6,476 shares

    0.02% of the 13F portfolio, value $229,682.

    13F-HR 0001085146-25-000391 filed by Narwhal Capital Management
    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 3,433 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $232,909.

    13F-HR 0001085146-24-005056 filed by Narwhal Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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