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Disclosery

Forum Financial Management, LP: SCHX position timeline

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

Forum Financial Management, LP held 26,189 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,189 shares
    Change vs previous 13F +1,253 shares

    0.01% of the 13F portfolio, value $770,748.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 24,936 shares
    Change vs previous 13F +7,164 shares

    0.01% of the 13F portfolio, value $639,348.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 17,772 shares
    Change vs previous 13F -48 shares

    0.01% of the 13F portfolio, value $478,265.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 17,820 shares
    Change vs previous 13F +124 shares

    0.01% of the 13F portfolio, value $469,390.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 17,696 shares
    Change vs previous 13F +230 shares

    0.01% of the 13F portfolio, value $432,505.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 17,466 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $385,647.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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