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Disclosery

Apella Capital, LLC: SCHX position timeline

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

Apella Capital, LLC held 1,449,840 SCHX 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 1,449,840 shares
    Change vs previous 13F +1,342,936 shares

    0.56% of the 13F portfolio, value $44,365,116.

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

  2. period ended2026-06-30
    13F 106,904 shares
    Change vs previous 13F -5,776 shares

    0.04% of the 13F portfolio, value $3,152,594.

    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 112,680 shares
    Change vs previous 13F +5,748 shares

    0.05% of the 13F portfolio, value $3,153,919.

    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 106,932 shares
    Change vs previous 13F +18,499 shares

    0.06% of the 13F portfolio, value $2,877,540.

    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 88,433 shares
    Change vs previous 13F +78,134 shares

    0.05% of the 13F portfolio, value $2,313,407.

    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 10,299 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $253,252.

    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 10,299 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $220,708.

    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 10,299 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $238,731.

    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).