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Disclosery

Blueprint Investment Partners LLC: SCHX position timeline

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

Blueprint Investment Partners LLC held 265,718 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,718 shares
    Change vs previous 13F +27,395 shares

    0.65% of the 13F portfolio, value $7,820,079.

    13F-HR 0001794467-26-000009 filed by Blueprint Investment Partners 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 238,323 shares
    Change vs previous 13F -110,097 shares

    0.62% of the 13F portfolio, value $6,110,611.

    13F-HR 0001794467-26-000008 filed by Blueprint Investment Partners 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 348,420 shares
    Change vs previous 13F +16,870 shares

    1% of the 13F portfolio, value $9,375,994.

    13F-HR 0001794467-26-000007 filed by Blueprint Investment Partners 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 331,550 shares
    Change vs previous 13F -4,669 shares

    1.23% of the 13F portfolio, value $8,733,033.

    13F-HR 0001794467-25-000006 filed by Blueprint Investment Partners 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 336,219 shares
    Change vs previous 13F +105,883 shares

    1.46% of the 13F portfolio, value $8,217,189.

    13F-HR 0001794467-25-000002 filed by Blueprint Investment Partners 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 230,336 shares
    Change vs previous 13F -78,322 shares

    0.93% of the 13F portfolio, value $5,085,808.

    13F-HR 0002054129-25-000003 filed by Blueprint Investment Partners 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 308,658 shares
    Change vs previous 13F +276,664 shares

    1.14% of the 13F portfolio, value $7,154,702.

    13F-HR 0001794467-25-000001 filed by Blueprint Investment Partners 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 31,994 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,170,768.

    13F-HR 0001794467-24-000004 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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