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Roundview Capital LLC: SCHX position timeline

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

Roundview Capital LLC held 122,454 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,454 shares
    Change vs previous 13F -478 shares

    0.2% of the 13F portfolio, value $3,603,808.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 122,932 shares
    Change vs previous 13F -2,620 shares

    0.2% of the 13F portfolio, value $3,151,989.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 125,552 shares
    Change vs previous 13F -1,432 shares

    0.21% of the 13F portfolio, value $3,378,615.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 126,984 shares
    Change vs previous 13F -952 shares

    0.21% of the 13F portfolio, value $3,344,766.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 127,936 shares
    Change vs previous 13F +1,913 shares

    0.21% of the 13F portfolio, value $3,126,751.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 126,023 shares
    Change vs previous 13F -2,930 shares

    0.2% of the 13F portfolio, value $2,782,589.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 128,953 shares
    Change vs previous 13F +86,084 shares

    0.21% of the 13F portfolio, value $2,989,137.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 42,869 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,908,695.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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