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Disclosery

Sigma Planning Corp: SCHX position timeline

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

Sigma Planning Corp held 507,745 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 507,745 shares
    Change vs previous 13F -15,203 shares

    0.38% of the 13F portfolio, value $14,942,935.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 522,948 shares
    Change vs previous 13F -10,909 shares

    0.37% of the 13F portfolio, value $13,408,382.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 533,857 shares
    Change vs previous 13F -23,966 shares

    0.4% of the 13F portfolio, value $14,361,840.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 557,823 shares
    Change vs previous 13F -30 shares

    0.42% of the 13F portfolio, value $14,693,059.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 557,853 shares
    Change vs previous 13F +13,246 shares

    0.41% of the 13F portfolio, value $13,633,925.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 544,607 shares
    Change vs previous 13F -29,208 shares

    0.38% of the 13F portfolio, value $12,024,921.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 573,815 shares
    Change vs previous 13F +381,502 shares

    0.42% of the 13F portfolio, value $13,301,020.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 192,313 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $13,048,455.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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