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Advisors Capital Management, LLC: SCHF position timeline

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

Advisors Capital Management, LLC held 219,981 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,981 shares
    Change vs previous 13F -8,260 shares

    0.06% of the 13F portfolio, value $6,093,473.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, 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 228,241 shares
    Change vs previous 13F -4,355 shares

    0.07% of the 13F portfolio, value $5,648,964.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, 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 232,596 shares
    Change vs previous 13F -558 shares

    0.07% of the 13F portfolio, value $5,591,608.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, 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 233,154 shares
    Change vs previous 13F +8,544 shares

    0.07% of the 13F portfolio, value $5,427,825.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, 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 224,610 shares
    Change vs previous 13F +14,079 shares

    0.07% of the 13F portfolio, value $4,963,881.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, 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 210,531 shares
    Change vs previous 13F +610 shares

    0.06% of the 13F portfolio, value $4,164,303.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, 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 209,921 shares
    Change vs previous 13F +95,398 shares

    0.06% of the 13F portfolio, value $3,883,553.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, 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 114,523 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,709,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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