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Disclosery

CAP Partners, LLC: SCHD position timeline

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

CAP Partners, LLC held 113,625 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,625 shares
    Change vs previous 13F +18 shares

    1.76% of the 13F portfolio, value $3,603,033.

    13F-HR 0002006870-26-000006 filed by CAP Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 113,607 shares
    Change vs previous 13F +1,640 shares

    1.97% of the 13F portfolio, value $3,485,462.

    13F-HR 0002006870-26-000002 filed by CAP Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 111,967 shares
    Change vs previous 13F -2,771 shares

    1.74% of the 13F portfolio, value $3,071,265.

    13F-HR 0002006870-26-000001 filed by CAP Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 114,738 shares
    Change vs previous 13F +1,685 shares

    1.78% of the 13F portfolio, value $3,132,356.

    13F-HR 0002006870-25-000005 filed by CAP Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 113,053 shares
    Change vs previous 13F +2,064 shares

    1.89% of the 13F portfolio, value $2,995,904.

    13F-HR 0002006870-25-000004 filed by CAP Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 110,989 shares
    Change vs previous 13F +3,229 shares

    2.25% of the 13F portfolio, value $3,103,259.

    13F-HR 0002006870-25-000003 filed by CAP Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 107,760 shares
    Change vs previous 13F +72,352 shares

    2.08% of the 13F portfolio, value $2,944,009.

    13F-HR 0002006870-25-000001 filed by CAP Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 35,408 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $2,993,020.

    13F-HR 0002006870-24-000005 filed by CAP Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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