True Freedom Investing, LLC: SCHX position timeline

True Freedom Investing, LLC held 1,309,369 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,309,369 shares

   Change vs previous 13F -56,267 shares

   2.63% of the 13F portfolio, value $33,572,232.

   13F-HR 0001104659-26-095030 filed by True Freedom Investing, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,365,636 shares

   Change vs previous 13F +176,730 shares

   2.69% of the 13F portfolio, value $35,014,918.

   13F-HR 0001104659-26-059973 filed by True Freedom Investing, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,188,906 shares

   Change vs previous 13F +1,173,544 shares

   2.18% of the 13F portfolio, value $31,993,463.

   13F-HR 0001104659-26-016100 filed by True Freedom Investing, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 15,362 shares

   Change vs previous 13F +7,106 shares

   0.14% of the 13F portfolio, value $404,635.

   13F-HR 0001104659-25-123672 filed by True Freedom Investing, LLC
   Filed 2025-12-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-06-30

   13F 8,256 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $201,777.

   13F-HR 0001104659-25-123673 filed by True Freedom Investing, LLC
   Filed 2025-12-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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