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Disclosery

Strategic Equity Management: SCHX position timeline

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

Strategic Equity Management held 452,692 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 452,692 shares
    Change vs previous 13F -58,457 shares

    4.47% of the 13F portfolio, value $13,322,722.

    13F-HR 0001843578-26-000005 filed by Strategic Equity Management
    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 511,149 shares
    Change vs previous 13F -106,966 shares

    4.93% of the 13F portfolio, value $13,105,857.

    13F-HR 0001843578-26-000003 filed by Strategic Equity Management
    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 618,115 shares
    Change vs previous 13F -84,071 shares

    5.64% of the 13F portfolio, value $16,633,470.

    13F-HR 0001843578-26-000001 filed by Strategic Equity Management
    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 702,186 shares
    Change vs previous 13F -49,104 shares

    6.85% of the 13F portfolio, value $18,495,579.

    13F-HR 0001843578-25-000008 filed by Strategic Equity Management
    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 751,290 shares
    Change vs previous 13F -822,611 shares

    6.76% of the 13F portfolio, value $18,361,516.

    13F-HR 0001843578-25-000006 filed by Strategic Equity Management
    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 1,573,901 shares
    Change vs previous 13F -4,519 shares

    14.61% of the 13F portfolio, value $34,751,744.

    13F-HR 0001843578-25-000003 filed by Strategic Equity Management
    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 1,578,420 shares
    Change vs previous 13F +1,054,105 shares

    15.41% of the 13F portfolio, value $36,587,765.

    13F-HR 0001843578-25-000002 filed by Strategic Equity Management
    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 524,315 shares
    Change vs previous 13F not available

    16.87% of the 13F portfolio, value $35,574,795.

    13F-HR 0001843578-24-000006 filed by Strategic Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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