Skip to content
Disclosery

Wedmont Private Capital: SCHX position timeline

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

Wedmont Private Capital held 136,521 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 136,521 shares
    Change vs previous 13F +11,588 shares

    0.1% of the 13F portfolio, value $4,159,798.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 124,933 shares
    Change vs previous 13F -3,765 shares

    0.1% of the 13F portfolio, value $3,715,494.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 128,698 shares
    Change vs previous 13F +84 shares

    0.11% of the 13F portfolio, value $3,429,810.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 128,614 shares
    Change vs previous 13F -18,349 shares

    0.12% of the 13F portfolio, value $3,503,438.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 146,963 shares
    Change vs previous 13F +34,263 shares

    0.14% of the 13F portfolio, value $3,891,572.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 112,700 shares
    Change vs previous 13F +533 shares

    0.12% of the 13F portfolio, value $2,787,080.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 112,167 shares
    Change vs previous 13F +81,352 shares

    0.12% of the 13F portfolio, value $2,364,490.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 30,815 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $709,363.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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