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Disclosery

Equitable Holdings, Inc.: SCHX position timeline

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

Equitable Holdings, Inc. held 640,469 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 640,469 shares
    Change vs previous 13F +168,236 shares

    0.11% of the 13F portfolio, value $18,849,001.

    13F-HR 0001333986-26-000042 filed by Equitable Holdings, Inc.
    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 472,233 shares
    Change vs previous 13F -107,113 shares

    0.08% of the 13F portfolio, value $12,690,839.

    13F-HR 0001333986-26-000027 filed by Equitable Holdings, Inc.
    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 579,346 shares
    Change vs previous 13F +15,107 shares

    0.11% of the 13F portfolio, value $15,590,201.

    13F-HR 0001333986-26-000006 filed by Equitable Holdings, Inc.
    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 564,239 shares
    Change vs previous 13F +90,425 shares

    0.11% of the 13F portfolio, value $14,862,055.

    13F-HR 0001333986-25-000070 filed by Equitable Holdings, Inc.
    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 473,814 shares
    Change vs previous 13F +42,842 shares

    0.1% of the 13F portfolio, value $11,580,014.

    13F-HR 0001532155-25-000165 filed by Equitable Holdings, Inc.
    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 430,972 shares
    Change vs previous 13F +137,761 shares

    0.09% of the 13F portfolio, value $9,515,862.

    13F-HR 0001532155-25-000072 filed by Equitable Holdings, Inc.
    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 293,211 shares
    Change vs previous 13F +177,753 shares

    0.06% of the 13F portfolio, value $6,796,631.

    13F-HR 0001532155-25-000044 filed by Equitable Holdings, Inc.
    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 115,458 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,833,825.

    13F-HR 0001532155-24-000158 filed by Equitable Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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