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Disclosery

Apella Capital, LLC: SCHA position timeline

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

Apella Capital, LLC held 325,965 SCHA 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 325,965 shares
    Change vs previous 13F +274,728 shares

    0.13% of the 13F portfolio, value $10,629,722.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,237 shares
    Change vs previous 13F -3,682 shares

    0.02% of the 13F portfolio, value $1,767,668.

    13F-HR 0001801507-26-000006 filed by Apella 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 ended2026-03-31
    13F 54,919 shares
    Change vs previous 13F -1,582 shares

    0.03% of the 13F portfolio, value $1,770,596.

    13F-HR 0001801507-26-000005 filed by Apella 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 ended2025-12-31
    13F 56,501 shares
    Change vs previous 13F +9,929 shares

    0.03% of the 13F portfolio, value $1,609,157.

    13F-HR 0001801507-26-000004 filed by Apella 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 ended2025-09-30
    13F 46,572 shares
    Change vs previous 13F +35,610 shares

    0.03% of the 13F portfolio, value $1,298,425.

    13F-HR 0001801507-25-000008 filed by Apella 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 ended2025-06-30
    13F 10,962 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $282,044.

    13F-HR 0001801507-25-000006 filed by Apella 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 ended2025-03-31
    13F 10,960 shares
    Change vs previous 13F -1,939 shares

    0.01% of the 13F portfolio, value $244,526.

    13F-HR 0001801507-25-000005 filed by Apella 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 ended2024-12-31
    13F 12,899 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $333,555.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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