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Perigon Wealth Management, LLC: SCHX position timeline

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

Perigon Wealth Management, LLC held 1,317,599 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,317,599 shares
    Change vs previous 13F +112,448 shares

    0.61% of the 13F portfolio, value $38,776,931.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth 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 1,205,151 shares
    Change vs previous 13F +47,362 shares

    0.56% of the 13F portfolio, value $30,900,080.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth 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 1,157,789 shares
    Change vs previous 13F -31,489 shares

    0.56% of the 13F portfolio, value $31,156,099.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth 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 1,189,278 shares
    Change vs previous 13F -21,470 shares

    0.64% of the 13F portfolio, value $31,325,588.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth 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 1,210,748 shares
    Change vs previous 13F +145,754 shares

    0.69% of the 13F portfolio, value $29,590,673.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth 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 1,064,994 shares
    Change vs previous 13F +325,949 shares

    0.6% of the 13F portfolio, value $23,515,072.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth 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 739,045 shares
    Change vs previous 13F +563,773 shares

    0.43% of the 13F portfolio, value $17,352,785.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth 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 175,272 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $11,892,223.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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