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Disclosery

Valley Brook Capital Group, Inc.: SCHX position timeline

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

Valley Brook Capital Group, Inc. held 18,480 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,480 shares
    Change vs previous 13F +145 shares

    0.31% of the 13F portfolio, value $543,863.

    13F-HR 0001172661-26-002836 filed by Valley Brook Capital Group, Inc.
    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 18,335 shares
    Change vs previous 13F +6,918 shares

    0.32% of the 13F portfolio, value $470,114.

    13F-HR 0001172661-26-001628 filed by Valley Brook Capital Group, Inc.
    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 11,417 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $307,227.

    13F-HR 0001172661-26-000270 filed by Valley Brook Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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