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Capital Advantage, Inc.: SCHD position timeline

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

Capital Advantage, Inc. held 873,130 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 873,130 shares
    Change vs previous 13F +603 shares

    3.38% of the 13F portfolio, value $27,686,944.

    13F-HR 0002085853-26-000699 filed by Capital Advantage, Inc.
    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 872,527 shares
    Change vs previous 13F -3,557 shares

    3.5% of the 13F portfolio, value $26,769,142.

    13F-HR 0002085853-26-000344 filed by Capital Advantage, Inc.
    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 876,084 shares
    Change vs previous 13F +7,726 shares

    3.24% of the 13F portfolio, value $24,030,992.

    13F-HR 0002085853-26-000016 filed by Capital Advantage, Inc.
    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 868,358 shares
    Change vs previous 13F +2,472 shares

    3.57% of the 13F portfolio, value $23,706,161.

    13F-HR 0002085853-25-000139 filed by Capital Advantage, Inc.
    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 865,886 shares
    Change vs previous 13F +27,185 shares

    3.63% of the 13F portfolio, value $22,945,984.

    13F-HR 0001667731-25-000784 filed by Capital Advantage, Inc.
    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 838,701 shares
    Change vs previous 13F 0 shares

    4.18% of the 13F portfolio, value $22,913,292.

    13F-HR 0001667731-25-000396 filed by Capital Advantage, Inc.
    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 838,701 shares
    Change vs previous 13F +564,478 shares

    4.18% of the 13F portfolio, value $22,913,292.

    13F-HR 0001667731-25-000261 filed by Capital Advantage, Inc.
    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 274,223 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $23,180,069.

    13F-HR 0001628896-24-000006 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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