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Trivium Point Advisory, LLC: SCHX position timeline

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

Trivium Point Advisory, LLC held 263,008 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 263,008 shares
    Change vs previous 13F +125,087 shares

    0.7% of the 13F portfolio, value $7,740,319.

    13F-HR 0001951757-26-001133 filed by Trivium Point Advisory, 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 137,921 shares
    Change vs previous 13F -167,025 shares

    0.64% of the 13F portfolio, value $3,536,306.

    13F-HR 0001951757-26-000655 filed by Trivium Point Advisory, 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 304,946 shares
    Change vs previous 13F +1,592 shares

    0.83% of the 13F portfolio, value $8,206,085.

    13F-HR 0001951757-26-000297 filed by Trivium Point Advisory, 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 303,354 shares
    Change vs previous 13F -11,416 shares

    0.82% of the 13F portfolio, value $7,990,355.

    13F-HR 0001951757-25-001393 filed by Trivium Point Advisory, 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 314,770 shares
    Change vs previous 13F +775 shares

    0.84% of the 13F portfolio, value $7,692,990.

    13F-HR 0001951757-25-000887 filed by Trivium Point Advisory, 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 313,995 shares
    Change vs previous 13F +32,280 shares

    0.86% of the 13F portfolio, value $6,933,018.

    13F-HR 0001951757-25-000543 filed by Trivium Point Advisory, 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 281,715 shares
    Change vs previous 13F +13,647 shares

    0.82% of the 13F portfolio, value $6,530,157.

    13F-HR 0001951757-25-000252 filed by Trivium Point Advisory, LLC
    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 268,068 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $6,342,490.

    13F-HR 0001951757-24-001208 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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