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Apella Capital, LLC: SCHF position timeline

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

Apella Capital, LLC held 91,041 SCHF 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 91,041 shares
    Change vs previous 13F +15,398 shares

    0.03% of the 13F portfolio, value $2,481,782.

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

  2. period ended2026-06-30
    13F 75,643 shares
    Change vs previous 13F +5,950 shares

    0.03% of the 13F portfolio, value $2,078,676.

    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 69,693 shares
    Change vs previous 13F +2,241 shares

    0.03% of the 13F portfolio, value $1,873,338.

    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 67,452 shares
    Change vs previous 13F +2,926 shares

    0.03% of the 13F portfolio, value $1,621,540.

    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 64,526 shares
    Change vs previous 13F +969 shares

    0.03% of the 13F portfolio, value $1,523,463.

    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 63,557 shares
    Change vs previous 13F +114 shares

    0.04% of the 13F portfolio, value $1,392,538.

    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 63,443 shares
    Change vs previous 13F +448 shares

    0.04% of the 13F portfolio, value $1,209,853.

    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 62,995 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,165,408.

    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).