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Disclosery

SFMG, LLC: SCHX position timeline

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

SFMG, LLC held 257,317 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 257,317 shares
    Change vs previous 13F -2,245 shares

    0.46% of the 13F portfolio, value $7,572,829.

    13F-HR 0001512026-26-000005 filed by SFMG, 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 259,562 shares
    Change vs previous 13F +1,214 shares

    0.46% of the 13F portfolio, value $6,655,164.

    13F-HR 0001512026-26-000003 filed by SFMG, 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 258,348 shares
    Change vs previous 13F +944 shares

    0.47% of the 13F portfolio, value $6,952,147.

    13F-HR 0001512026-26-000001 filed by SFMG, 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 257,404 shares
    Change vs previous 13F -16,132 shares

    0.47% of the 13F portfolio, value $6,780,018.

    13F-HR 0001512026-25-000009 filed by SFMG, 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 273,536 shares
    Change vs previous 13F -40,680 shares

    0.5% of the 13F portfolio, value $6,685,228.

    13F-HR 0001512026-25-000006 filed by SFMG, 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 314,216 shares
    Change vs previous 13F -49,095 shares

    0.55% of the 13F portfolio, value $6,937,888.

    13F-HR 0001512026-25-000004 filed by SFMG, 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 363,311 shares
    Change vs previous 13F +267,837 shares

    0.66% of the 13F portfolio, value $8,421,552.

    13F-HR 0001512026-25-000002 filed by SFMG, 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 95,474 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $6,477,877.

    13F-HR 0001512026-24-000006 filed by SFMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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