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Disclosery

Sowell Financial Services LLC: SCHX position timeline

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

Sowell Financial Services LLC held 162,407 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,407 shares
    Change vs previous 13F -29,691 shares

    0.16% of the 13F portfolio, value $4,779,630.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 192,098 shares
    Change vs previous 13F +1,052 shares

    0.18% of the 13F portfolio, value $4,925,401.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 191,046 shares
    Change vs previous 13F +25,260 shares

    0.19% of the 13F portfolio, value $5,141,038.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 165,786 shares
    Change vs previous 13F +37,275 shares

    0.17% of the 13F portfolio, value $4,366,805.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 128,511 shares
    Change vs previous 13F +768 shares

    0.13% of the 13F portfolio, value $3,140,816.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 127,743 shares
    Change vs previous 13F -19,674 shares

    0.13% of the 13F portfolio, value $2,820,570.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 147,417 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,417,123.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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