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Gallagher Fiduciary Advisors, LLC: SCHX position timeline

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

Gallagher Fiduciary Advisors, LLC held 23,714 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 23,714 shares
    Change vs previous 13F +1,309 shares

    0.02% of the 13F portfolio, value $697,901.

    13F-HR 0001527781-26-000005 filed by Gallagher Fiduciary Advisors, 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 22,405 shares
    Change vs previous 13F +886 shares

    0.02% of the 13F portfolio, value $574,454.

    13F-HR 0001527781-26-000002 filed by Gallagher Fiduciary Advisors, 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 21,519 shares
    Change vs previous 13F -464 shares

    0.02% of the 13F portfolio, value $579,080.

    13F-HR 0001527781-26-000001 filed by Gallagher Fiduciary Advisors, 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 21,983 shares
    Change vs previous 13F +135 shares

    0.02% of the 13F portfolio, value $579,029.

    13F-HR 0001527781-25-000002 filed by Gallagher Fiduciary Advisors, 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 21,848 shares
    Change vs previous 13F -93 shares

    0.02% of the 13F portfolio, value $533,968.

    13F-HR 0001085146-25-005267 filed by Gallagher Fiduciary Advisors, 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 21,941 shares
    Change vs previous 13F +1,045 shares

    0.02% of the 13F portfolio, value $484,465.

    13F-HR 0001085146-25-003320 filed by Gallagher Fiduciary Advisors, 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 20,896 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $484,361.

    13F-HR 0001085146-25-001711 filed by Gallagher Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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