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Appalachian Capital Management Ltd: SCHB position timeline

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

Appalachian Capital Management Ltd held 1,575,194 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,575,194 shares
    Change vs previous 13F -2,295 shares

    33.12% of the 13F portfolio, value $46,168,942.

    13F-HR 0002085853-26-001181 filed by Appalachian Capital Management Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,577,489 shares
    Change vs previous 13F +3,836 shares

    33.14% of the 13F portfolio, value $45,684,088.

    13F-HR 0002085853-26-000793 filed by Appalachian Capital Management Ltd
    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 1,573,653 shares
    Change vs previous 13F +17,611 shares

    31.62% of the 13F portfolio, value $39,498,693.

    13F-HR 0002085853-26-000508 filed by Appalachian Capital Management Ltd
    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 1,556,042 shares
    Change vs previous 13F not available

    32.7% of the 13F portfolio, value $40,814,977.

    13F-HR 0002085853-26-000276 filed by Appalachian Capital Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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