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Disclosery

RATIONAL ADVISORS, INC.: SCHH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RATIONAL ADVISORS, INC. on SCHH, newest first. How the timeline and the estimate are built.

RATIONAL ADVISORS, INC. held 1,366,280 SCHH 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 1,366,280 shares
    Change vs previous 13F +147,705 shares

    2.97% of the 13F portfolio, value $32,353,510.

    13F-HR 0001580642-26-004576 filed by RATIONAL ADVISORS, INC.
    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 1,218,575 shares
    Change vs previous 13F -257,797 shares

    2.67% of the 13F portfolio, value $26,187,177.

    13F-HR 0001580642-26-003009 filed by RATIONAL ADVISORS, INC.
    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 1,476,372 shares
    Change vs previous 13F -57,556 shares

    3.16% of the 13F portfolio, value $30,841,411.

    13F-HR 0001580642-26-000967 filed by RATIONAL ADVISORS, INC.
    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 1,533,928 shares
    Change vs previous 13F -16,586 shares

    3.29% of the 13F portfolio, value $33,086,827.

    13F-HR 0001580642-25-007222 filed by RATIONAL ADVISORS, INC.
    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 1,550,514 shares
    Change vs previous 13F -222,189 shares

    3.25% of the 13F portfolio, value $32,808,876.

    13F-HR 0001162044-25-000770 filed by RATIONAL ADVISORS, INC.
    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 1,772,703 shares
    Change vs previous 13F +122,079 shares

    3.85% of the 13F portfolio, value $38,130,842.

    13F-HR 0001162044-25-000468 filed by RATIONAL ADVISORS, INC.
    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 1,650,624 shares
    Change vs previous 13F -312,476 shares

    3.4% of the 13F portfolio, value $34,762,141.

    13F-HR 0001162044-25-000114 filed by RATIONAL ADVISORS, INC.
    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 1,963,100 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $45,485,027.

    13F-HR 0001162044-24-001178 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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