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Disclosery

Passive Capital Management, LLC.: SCHX position timeline

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

Passive Capital Management, LLC. held 62,330 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,330 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,677,312.

    13F-HR 0001765380-26-000316 filed by Passive Capital Management, 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 62,330 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,598,153.

    13F-HR 0001765380-26-000213 filed by Passive Capital Management, 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 62,330 shares
    Change vs previous 13F +3,164 shares

    0.52% of the 13F portfolio, value $1,677,312.

    13F-HR 0001958250-26-000001 filed by Passive Capital Management, 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 59,166 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,558,444.

    13F-HR 0001765380-25-000467 filed by Passive Capital Management, 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 59,166 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,447,211.

    13F-HR 0001765380-25-000326 filed by Passive Capital Management, 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 59,166 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,306,395.

    13F-HR 0001765380-25-000185 filed by Passive Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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