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Disclosery

Towercrest Capital Management: SCHX position timeline

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

Towercrest Capital Management held 2,222,715 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 2,222,715 shares
    Change vs previous 13F +46,357 shares

    9.12% of the 13F portfolio, value $65,414,512.

    13F-HR 0001633288-26-000003 filed by Towercrest Capital 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 2,176,358 shares
    Change vs previous 13F -35,873 shares

    8.69% of the 13F portfolio, value $55,801,829.

    13F-HR 0001633288-26-000002 filed by Towercrest Capital 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 2,212,231 shares
    Change vs previous 13F -32,753 shares

    9.39% of the 13F portfolio, value $59,531,129.

    13F-HR 0001633288-26-000001 filed by Towercrest Capital 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 2,244,984 shares
    Change vs previous 13F -35,612 shares

    9.49% of the 13F portfolio, value $59,132,874.

    13F-HR 0001633288-25-000005 filed by Towercrest Capital 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 2,280,596 shares
    Change vs previous 13F +74,084 shares

    9.95% of the 13F portfolio, value $55,737,771.

    13F-HR 0001633288-25-000003 filed by Towercrest Capital 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 2,206,512 shares
    Change vs previous 13F -63,113 shares

    9.26% of the 13F portfolio, value $48,719,795.

    13F-HR 0001633288-25-000002 filed by Towercrest Capital 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 2,269,625 shares
    Change vs previous 13F +1,514,487 shares

    8.5% of the 13F portfolio, value $52,609,903.

    13F-HR 0001633288-25-000001 filed by Towercrest Capital 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 755,138 shares
    Change vs previous 13F not available

    8.26% of the 13F portfolio, value $51,236,080.

    13F-HR 0001633288-24-000004 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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