Skip to content
Disclosery

Gradient Investments LLC: SCHX position timeline

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

Gradient Investments LLC held 274,793 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 274,793 shares
    Change vs previous 13F -29,706 shares

    0.12% of the 13F portfolio, value $8,243,792.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 304,499 shares
    Change vs previous 13F -37,849 shares

    0.12% of the 13F portfolio, value $8,961,415.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 342,348 shares
    Change vs previous 13F +31,513 shares

    0.14% of the 13F portfolio, value $8,777,814.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 310,835 shares
    Change vs previous 13F +19,579 shares

    0.13% of the 13F portfolio, value $8,364,561.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 291,256 shares
    Change vs previous 13F -19,977 shares

    0.13% of the 13F portfolio, value $7,671,678.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 311,233 shares
    Change vs previous 13F +286,763 shares

    0.14% of the 13F portfolio, value $7,606,535.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 24,470 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $540,298.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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