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Disclosery

Smart Portfolios, LLC: SCHE position timeline

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

Smart Portfolios, LLC held 14,420 SCHE shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 14,420 shares
    Change vs previous 13F -75 shares

    0.47% of the 13F portfolio, value $475,139.

    13F-HR 0001513227-26-000006 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 14,495 shares
    Change vs previous 13F -55 shares

    0.47% of the 13F portfolio, value $474,711.

    13F-HR 0001513227-26-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 14,550 shares
    Change vs previous 13F -30 shares

    0.47% of the 13F portfolio, value $485,534.

    13F-HR 0001513227-25-000007 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 14,580 shares
    Change vs previous 13F +1,000 shares

    0.44% of the 13F portfolio, value $439,441.

    13F-HR 0001513227-25-000004 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 13,580 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $374,401.

    13F-HR 0001513227-25-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 13,580 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $361,635.

    13F-HR 0001513227-25-000002 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 13,580 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $396,264.

    13F-HR 0001513227-24-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 13,580 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $360,685.

    13F-HR 0001513227-24-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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