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Per Stirling Capital Management, LLC.: SCHX position timeline

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

Per Stirling Capital Management, LLC. held 69,011 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,011 shares
    Change vs previous 13F +3 shares

    0.19% of the 13F portfolio, value $2,030,980.

    13F-HR 0001689933-26-000005 filed by Per Stirling 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 69,008 shares
    Change vs previous 13F -561 shares

    0.2% of the 13F portfolio, value $1,769,375.

    13F-HR 0001689933-26-000003 filed by Per Stirling 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 69,569 shares
    Change vs previous 13F -137 shares

    0.21% of the 13F portfolio, value $1,872,102.

    13F-HR 0001689933-26-000001 filed by Per Stirling 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 69,706 shares
    Change vs previous 13F -9,575 shares

    0.22% of the 13F portfolio, value $1,836,056.

    13F-HR 0001689933-25-000006 filed by Per Stirling 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 79,281 shares
    Change vs previous 13F -1,777 shares

    0.25% of the 13F portfolio, value $1,937,628.

    13F-HR 0001689933-25-000004 filed by Per Stirling 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 81,058 shares
    Change vs previous 13F +4,309 shares

    0.26% of the 13F portfolio, value $1,789,761.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, 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 76,749 shares
    Change vs previous 13F +51,166 shares

    0.25% of the 13F portfolio, value $1,779,042.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, 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 25,583 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,735,807.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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