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Disclosery

SWS Partners: SCHX position timeline

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

SWS Partners held 277,440 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 277,440 shares
    Change vs previous 13F -1,005 shares

    1.76% of the 13F portfolio, value $8,165,064.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 278,445 shares
    Change vs previous 13F -21,116 shares

    1.76% of the 13F portfolio, value $7,139,327.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 299,561 shares
    Change vs previous 13F -2,878 shares

    1.95% of the 13F portfolio, value $8,061,196.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 302,439 shares
    Change vs previous 13F -6,201 shares

    1.94% of the 13F portfolio, value $7,966,232.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 308,640 shares
    Change vs previous 13F +3,915 shares

    2.04% of the 13F portfolio, value $7,543,162.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 304,725 shares
    Change vs previous 13F -5,874 shares

    2.21% of the 13F portfolio, value $6,728,337.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 310,599 shares
    Change vs previous 13F +165,264 shares

    2.18% of the 13F portfolio, value $7,199,680.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 145,335 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $9,859,694.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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