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NewEdge Advisors, LLC: SCHX position timeline

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

NewEdge Advisors, LLC held 416,791 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 416,791 shares
    Change vs previous 13F +10,543 shares

    0.04% of the 13F portfolio, value $12,266,160.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 406,248 shares
    Change vs previous 13F -40,087 shares

    0.04% of the 13F portfolio, value $10,416,188.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 446,335 shares
    Change vs previous 13F -11,317 shares

    0.04% of the 13F portfolio, value $12,010,873.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 457,652 shares
    Change vs previous 13F -2,971 shares

    0.05% of the 13F portfolio, value $12,054,539.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 460,623 shares
    Change vs previous 13F -8,723 shares

    0.06% of the 13F portfolio, value $11,257,616.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 469,346 shares
    Change vs previous 13F -17,481 shares

    0.06% of the 13F portfolio, value $10,363,166.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 486,827 shares
    Change vs previous 13F +331,420 shares

    0.07% of the 13F portfolio, value $11,284,653.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 155,407 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,544,354.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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