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Red Door Wealth Management, LLC: SCHX position timeline

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

Red Door Wealth Management, LLC held 1,920,120 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,920,120 shares
    Change vs previous 13F -11,635 shares

    5.16% of the 13F portfolio, value $56,509,136.

    13F-HR 0001172661-26-002598 filed by Red Door 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 1,931,755 shares
    Change vs previous 13F -53,777 shares

    5.15% of the 13F portfolio, value $49,530,206.

    13F-HR 0001172661-26-001522 filed by Red Door 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 1,985,532 shares
    Change vs previous 13F +69,317 shares

    5.56% of the 13F portfolio, value $53,430,655.

    13F-HR 0001172661-26-000224 filed by Red Door 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 1,916,215 shares
    Change vs previous 13F +12,355 shares

    5.36% of the 13F portfolio, value $50,473,104.

    13F-HR 0001172661-25-004250 filed by Red Door 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 1,903,860 shares
    Change vs previous 13F +621,790 shares

    5.56% of the 13F portfolio, value $46,530,344.

    13F-HR 0001172661-25-002661 filed by Red Door 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 1,282,070 shares
    Change vs previous 13F +17,294 shares

    4.19% of the 13F portfolio, value $28,308,102.

    13F-HR 0001172661-25-001542 filed by Red Door 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 1,264,776 shares
    Change vs previous 13F +854,938 shares

    4.49% of the 13F portfolio, value $29,317,512.

    13F-HR 0001172661-25-000262 filed by Red Door 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 409,838 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $27,807,479.

    13F-HR 0001172661-24-004270 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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