West Oak Capital, LLC: SCHX position timeline

West Oak Capital, LLC held 179,680 SCHX shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 179,680 shares

   Change vs previous 13F -44,250 shares

   1.88% of the 13F portfolio, value $47,328.

   13F-HR 0001140361-25-037185 filed by West Oak Capital, LLC
   Filed 2025-10-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 223,930 shares

   Change vs previous 13F -1,695 shares

   2.14% of the 13F portfolio, value $54,728.

   13F-HR 0001140361-25-025806 filed by West Oak Capital, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 225,625 shares

   Change vs previous 13F -2,535 shares

   1.93% of the 13F portfolio, value $49,818.

   13F-HR 0001140361-25-014010 filed by West Oak Capital, LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F/A 228,160 shares

   Change vs previous 13F +150,564 shares

   1.87% of the 13F portfolio, value $52,887.

   13F-HR/A 0001140361-25-000959 filed by West Oak Capital, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 77,596 shares

   Change vs previous 13F -1,288 shares

   0.98% of the 13F portfolio, value $52,649.

   13F-HR 0001140361-24-043643 filed by West Oak Capital, LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

6. period ended2024-06-30

   13F 78,884 shares

   Change vs previous 13F -1,337 shares

   2.04% of the 13F portfolio, value $5,068,297.

   13F-HR 0001140361-24-034013 filed by West Oak Capital, LLC
   Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2024-03-31

   13F 80,221 shares

   Change vs previous 13F +4,805 shares

   2.12% of the 13F portfolio, value $4,979,000.

   13F-HR 0001140361-24-020456 filed by West Oak Capital, LLC
   Filed 2024-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

8. period ended2023-12-31

   13F 75,416 shares

   Change vs previous 13F not available

   1.99% of the 13F portfolio, value $4,263,000.

   13F-HR 0001140361-24-002592 filed by West Oak Capital, LLC
   Filed 2024-01-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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