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Disclosery

Smartleaf Asset Management LLC: SCHX position timeline

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

Smartleaf Asset Management LLC held 62,801 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,801 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,834,417.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 62,801 shares
    Change vs previous 13F +9,117 shares

    0.06% of the 13F portfolio, value $1,565,001.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 53,684 shares
    Change vs previous 13F +9,437 shares

    0.06% of the 13F portfolio, value $1,455,933.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management 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 44,247 shares
    Change vs previous 13F +13,475 shares

    0.07% of the 13F portfolio, value $1,162,369.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management 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 30,772 shares
    Change vs previous 13F -12,096 shares

    0.07% of the 13F portfolio, value $748,684.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management 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 42,868 shares
    Change vs previous 13F +12,964 shares

    0.09% of the 13F portfolio, value $941,383.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management 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 29,904 shares
    Change vs previous 13F +19,938 shares

    0.07% of the 13F portfolio, value $695,866.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 9,966 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $673,801.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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