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Disclosery

Apella Capital, LLC: SCHB position timeline

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

Apella Capital, LLC held 45,299 SCHB 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 45,299 shares
    Change vs previous 13F +10,978 shares

    0.02% of the 13F portfolio, value $1,352,188.

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

  2. period ended2026-06-30
    13F 34,321 shares
    Change vs previous 13F +10,275 shares

    0.01% of the 13F portfolio, value $993,252.

    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 24,046 shares
    Change vs previous 13F +5,610 shares

    0.01% of the 13F portfolio, value $659,575.

    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 18,436 shares
    Change vs previous 13F +502 shares

    0.01% of the 13F portfolio, value $483,567.

    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 17,934 shares
    Change vs previous 13F -646 shares

    0.01% of the 13F portfolio, value $457,491.

    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 18,580 shares
    Change vs previous 13F +46 shares

    0.01% of the 13F portfolio, value $445,355.

    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 18,534 shares
    Change vs previous 13F +165 shares

    0.01% of the 13F portfolio, value $386,985.

    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 18,369 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $416,965.

    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).