Skip to content
Disclosery

SHEETS SMITH WEALTH MANAGEMENT: SCHX position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 724,506 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 724,506 shares
    Change vs previous 13F +79 shares

    2.13% of the 13F portfolio, value $21,322,219.

    13F-HR 0001398344-26-012106 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 724,427 shares
    Change vs previous 13F +19,357 shares

    2.09% of the 13F portfolio, value $18,574,312.

    13F-HR 0001398344-26-006590 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 705,070 shares
    Change vs previous 13F +38,456 shares

    2.08% of the 13F portfolio, value $18,973,446.

    13F-HR 0001398344-26-000857 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 666,614 shares
    Change vs previous 13F -24,401 shares

    1.99% of the 13F portfolio, value $17,558,611.

    13F-HR 0001398344-25-019206 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 691,015 shares
    Change vs previous 13F -76,753 shares

    1.98% of the 13F portfolio, value $16,888,408.

    13F-HR 0001398344-25-013145 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 767,768 shares
    Change vs previous 13F -39,227 shares

    2.11% of the 13F portfolio, value $16,952,328.

    13F-HR 0001398344-25-007527 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 806,995 shares
    Change vs previous 13F +537,729 shares

    2.28% of the 13F portfolio, value $18,706,139.

    13F-HR 0001398344-25-000761 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 269,266 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $18,269,708.

    13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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