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Disclosery

FIRST FOUNDATION ADVISORS: SCHX position timeline

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

FIRST FOUNDATION ADVISORS held 164,561 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,561 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $4,843,040.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 164,561 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $4,219,352.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 164,561 shares
    Change vs previous 13F +1,175 shares

    0.17% of the 13F portfolio, value $4,428,345.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 163,386 shares
    Change vs previous 13F +1,682 shares

    0.16% of the 13F portfolio, value $4,303,596.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 161,704 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $3,952,053.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 161,704 shares
    Change vs previous 13F -546 shares

    0.15% of the 13F portfolio, value $3,570,431.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 162,250 shares
    Change vs previous 13F +108,854 shares

    0.14% of the 13F portfolio, value $3,760,963.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 53,396 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,622,940.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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