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Disclosery

Savant Capital, LLC: SCHX position timeline

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

Savant Capital, LLC held 5,054,516 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,054,516 shares
    Change vs previous 13F +2,553,680 shares

    0.41% of the 13F portfolio, value $139,444,766.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 2,500,836 shares
    Change vs previous 13F +36,176 shares

    0.31% of the 13F portfolio, value $64,121,429.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 2,464,660 shares
    Change vs previous 13F -32,018 shares

    0.38% of the 13F portfolio, value $66,323,999.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 2,496,678 shares
    Change vs previous 13F +23,870 shares

    0.4% of the 13F portfolio, value $65,762,511.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 2,472,808 shares
    Change vs previous 13F -39,901 shares

    0.43% of the 13F portfolio, value $60,435,424.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 2,512,709 shares
    Change vs previous 13F -26,312 shares

    0.47% of the 13F portfolio, value $55,480,617.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 2,539,021 shares
    Change vs previous 13F +1,689,804 shares

    0.46% of the 13F portfolio, value $58,854,505.

    13F-HR 0001085146-25-000573 filed by Savant Capital, LLC
    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 849,217 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $57,619,386.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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