Skip to content
Disclosery

Virtue Capital Management, LLC: SCHX position timeline

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

Virtue Capital Management, LLC held 119,825 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,825 shares
    Change vs previous 13F +13,307 shares

    0.47% of the 13F portfolio, value $3,526,455.

    13F-HR 0001104659-26-091051 filed by Virtue Capital Management, 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 106,518 shares
    Change vs previous 13F +47,627 shares

    0.4% of the 13F portfolio, value $2,654,423.

    13F-HR 0001104659-26-056825 filed by Virtue Capital Management, 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/A 58,891 shares
    Change vs previous 13F +49,997 shares

    0.24% of the 13F portfolio, value $1,588,297.

    13F-HR/A 0001104659-26-016820 filed by Virtue Capital Management, 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/A 8,894 shares
    Change vs previous 13F -82,513 shares

    0.14% of the 13F portfolio, value $849,110.

    13F-HR/A 0001104659-26-016822 filed by Virtue Capital Management, 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 91,407 shares
    Change vs previous 13F +3,681 shares

    0.41% of the 13F portfolio, value $2,233,975.

    13F-HR 0001104659-25-077270 filed by Virtue Capital Management, 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 87,726 shares
    Change vs previous 13F +9,755 shares

    0.23% of the 13F portfolio, value $1,935,227.

    13F-HR 0001104659-25-049438 filed by Virtue Capital Management, 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 77,971 shares
    Change vs previous 13F +50,874 shares

    0.36% of the 13F portfolio, value $1,807,362.

    13F-HR 0001104659-25-017266 filed by Virtue Capital Management, 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 27,097 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,838,499.

    13F-HR 0001104659-24-120092 filed by Virtue Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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