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Disclosery

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV: SCHX position timeline

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

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV held 128,782 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 128,782 shares
    Change vs previous 13F +34,197 shares

    0.96% of the 13F portfolio, value $3,790,054.

    13F-HR 0001004140-26-000005 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 94,585 shares
    Change vs previous 13F +11,588 shares

    0.69% of the 13F portfolio, value $2,425,159.

    13F-HR 0001004140-26-000003 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 82,997 shares
    Change vs previous 13F +16,366 shares

    0.61% of the 13F portfolio, value $2,233,449.

    13F-HR 0001004140-26-000001 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 66,631 shares
    Change vs previous 13F -8,564 shares

    0.51% of the 13F portfolio, value $1,755,061.

    13F-HR 0001004140-25-000008 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 75,195 shares
    Change vs previous 13F +4,708 shares

    0.59% of the 13F portfolio, value $1,837,766.

    13F-HR 0001004140-25-000006 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 70,487 shares
    Change vs previous 13F +721 shares

    0.57% of the 13F portfolio, value $1,556,353.

    13F-HR 0001004140-25-000003 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 69,766 shares
    Change vs previous 13F +47,879 shares

    0.55% of the 13F portfolio, value $1,617,176.

    13F-HR 0001004140-25-000001 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 21,887 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,485,033.

    13F-HR 0001004140-24-000006 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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