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NORTH STAR ASSET MANAGEMENT INC: SCHX position timeline

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

NORTH STAR ASSET MANAGEMENT INC held 507,326 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 507,326 shares
    Change vs previous 13F +23,068 shares

    0.59% of the 13F portfolio, value $14,930,604.

    13F-HR 0001056559-26-000003 filed by NORTH STAR ASSET MANAGEMENT INC
    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 484,258 shares
    Change vs previous 13F +16,897 shares

    0.54% of the 13F portfolio, value $12,416,374.

    13F-HR 0001056559-26-000002 filed by NORTH STAR ASSET MANAGEMENT INC
    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 467,361 shares
    Change vs previous 13F -4,893 shares

    0.51% of the 13F portfolio, value $12,576,674.

    13F-HR 0001056559-26-000001 filed by NORTH STAR ASSET MANAGEMENT INC
    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 472,254 shares
    Change vs previous 13F -15,366 shares

    0.5% of the 13F portfolio, value $12,439,175.

    13F-HR 0001056559-25-000005 filed by NORTH STAR ASSET MANAGEMENT INC
    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 487,620 shares
    Change vs previous 13F -9,775 shares

    0.5% of the 13F portfolio, value $11,917,436.

    13F-HR 0001056559-25-000003 filed by NORTH STAR ASSET MANAGEMENT INC
    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 497,395 shares
    Change vs previous 13F +9,897 shares

    0.5% of the 13F portfolio, value $10,982,475.

    13F-HR 0001056559-25-000002 filed by NORTH STAR ASSET MANAGEMENT INC
    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 487,498 shares
    Change vs previous 13F +325,104 shares

    0.5% of the 13F portfolio, value $11,300,208.

    13F-HR 0001056559-25-000001 filed by NORTH STAR ASSET MANAGEMENT INC
    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 162,394 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $11,018,464.

    13F-HR 0001056559-24-000004 filed by NORTH STAR ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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