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Disclosery

Smith Anglin Financial, LLC: SCHX position timeline

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

Smith Anglin Financial, LLC held 88,164 SCHX shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 88,164 shares
    Change vs previous 13F -16,059 shares

    0.2% of the 13F portfolio, value $2,154,716.

    13F-HR 0001553540-25-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 104,223 shares
    Change vs previous 13F +4,854 shares

    0.24% of the 13F portfolio, value $2,301,242.

    13F-HR 0001553540-25-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 99,369 shares
    Change vs previous 13F +66,655 shares

    0.22% of the 13F portfolio, value $2,303,383.

    13F-HR 0001553540-25-000001 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 32,714 shares
    Change vs previous 13F -3,205 shares

    0.21% of the 13F portfolio, value $2,219,628.

    13F-HR 0001553540-24-000006 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 35,919 shares
    Change vs previous 13F -503 shares

    0.23% of the 13F portfolio, value $2,307,791.

    13F-HR 0001553540-24-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 36,422 shares
    Change vs previous 13F -12,803 shares

    0.23% of the 13F portfolio, value $2,260,331.

    13F-HR 0001553540-24-000003 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 49,225 shares
    Change vs previous 13F -23,789 shares

    0.32% of the 13F portfolio, value $2,776,268.

    13F-HR 0001553540-24-000002 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 73,014 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,694,516.

    13F-HR 0001553540-23-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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