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ZACKS INVESTMENT MANAGEMENT: SCHX position timeline

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

ZACKS INVESTMENT MANAGEMENT held 98,692 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,692 shares
    Change vs previous 13F +2,864 shares

    0.02% of the 13F portfolio, value $2,904,519.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
    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 95,828 shares
    Change vs previous 13F -21,375 shares

    0.02% of the 13F portfolio, value $2,457,020.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
    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 117,203 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $3,153,945.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
    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 117,204 shares
    Change vs previous 13F -36,517 shares

    0.02% of the 13F portfolio, value $3,087,164.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
    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 153,721 shares
    Change vs previous 13F -635 shares

    0.03% of the 13F portfolio, value $3,756,946.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT MANAGEMENT
    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 154,356 shares
    Change vs previous 13F -6,173 shares

    0.03% of the 13F portfolio, value $3,408,198.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT MANAGEMENT
    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 160,529 shares
    Change vs previous 13F +109,273 shares

    0.03% of the 13F portfolio, value $3,721,077.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT MANAGEMENT
    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 51,256 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,477,694.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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