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Disclosery

CWM, LLC: SCHX position timeline

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

CWM, LLC held 595,053 SCHX shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 595,053 shares
    Change vs previous 13F -46,427 shares

    0.04% of the 13F portfolio, value $15,257,170.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 641,480 shares
    Change vs previous 13F -44,230 shares

    0.05% of the 13F portfolio, value $17,262,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 685,710 shares
    Change vs previous 13F -57,729 shares

    0.05% of the 13F portfolio, value $18,062,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 743,439 shares
    Change vs previous 13F -97,219 shares

    0.06% of the 13F portfolio, value $18,170,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 840,658 shares
    Change vs previous 13F -41,979 shares

    0.07% of the 13F portfolio, value $18,562,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 882,637 shares
    Change vs previous 13F +585,659 shares

    0.08% of the 13F portfolio, value $20,460,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 296,978 shares
    Change vs previous 13F +4,833 shares

    0.09% of the 13F portfolio, value $20,150,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 292,145 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $18,770,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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