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Wilmington Savings Fund Society, FSB: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wilmington Savings Fund Society, FSB on SCHX, newest first. How the timeline and the estimate are built.

Wilmington Savings Fund Society, FSB held 1,463,705 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,463,705 shares
    Change vs previous 13F -37,731 shares

    0.96% of the 13F portfolio, value $43,076,838.

    13F-HR 0000900974-26-000003 filed by Wilmington Savings Fund Society, FSB
    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 1,501,436 shares
    Change vs previous 13F -36,470 shares

    0.92% of the 13F portfolio, value $38,496,819.

    13F-HR 0000900974-26-000002 filed by Wilmington Savings Fund Society, FSB
    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 1,537,906 shares
    Change vs previous 13F +27,569 shares

    0.97% of the 13F portfolio, value $41,385,050.

    13F-HR 0000900974-26-000001 filed by Wilmington Savings Fund Society, FSB
    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 1,510,337 shares
    Change vs previous 13F +8,305 shares

    0.96% of the 13F portfolio, value $39,782,277.

    13F-HR/A 0000900974-25-000010 filed by Wilmington Savings Fund Society, FSB
    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 1,502,032 shares
    Change vs previous 13F -93,844 shares

    0.65% of the 13F portfolio, value $36,709,662.

    13F-HR 0000900974-25-000004 filed by Wilmington Savings Fund Society, FSB
    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 1,595,876 shares
    Change vs previous 13F +30,767 shares

    0.66% of the 13F portfolio, value $35,236,942.

    13F-HR 0000900974-25-000003 filed by Wilmington Savings Fund Society, FSB
    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 1,565,109 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $36,279,227.

    13F-HR 0000900974-25-000002 filed by Wilmington Savings Fund Society, FSB
    Filed (acceptance time not in the bulk data set), ingested

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