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Private Advisor Group, LLC: SCHX position timeline

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

Private Advisor Group, LLC held 122,409 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,409 shares
    Change vs previous 13F -178,744 shares

    0.02% of the 13F portfolio, value $3,602,507.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 301,153 shares
    Change vs previous 13F -29,674 shares

    0.04% of the 13F portfolio, value $7,721,580.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 330,827 shares
    Change vs previous 13F -46,932 shares

    0.04% of the 13F portfolio, value $8,902,558.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 377,759 shares
    Change vs previous 13F +10,274 shares

    0.05% of the 13F portfolio, value $9,950,164.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 367,485 shares
    Change vs previous 13F -54,514 shares

    0.05% of the 13F portfolio, value $8,981,360.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 421,999 shares
    Change vs previous 13F -73,353 shares

    0.06% of the 13F portfolio, value $9,317,718.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 495,352 shares
    Change vs previous 13F +340,557 shares

    0.06% of the 13F portfolio, value $11,482,258.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 154,795 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,497,377.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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