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CAP Partners, LLC: SCHX position timeline

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

CAP Partners, LLC held 435,396 SCHX 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 435,396 shares
    Change vs previous 13F +18,391 shares

    6.27% of the 13F portfolio, value $12,813,693.

    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 417,005 shares
    Change vs previous 13F +23,420 shares

    6.04% of the 13F portfolio, value $10,692,010.

    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 393,585 shares
    Change vs previous 13F +3,456 shares

    6% of the 13F portfolio, value $10,591,373.

    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 390,129 shares
    Change vs previous 13F +11,494 shares

    5.83% of the 13F portfolio, value $10,276,006.

    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 378,635 shares
    Change vs previous 13F +59,803 shares

    5.83% of the 13F portfolio, value $9,253,842.

    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 318,832 shares
    Change vs previous 13F -4,012 shares

    5.11% of the 13F portfolio, value $7,039,816.

    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 322,844 shares
    Change vs previous 13F +158,470 shares

    5.28% of the 13F portfolio, value $7,483,521.

    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 164,374 shares
    Change vs previous 13F not available

    8.33% of the 13F portfolio, value $11,152,792.

    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).