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Capital Advantage, Inc.: SCHF position timeline

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

Capital Advantage, Inc. held 475,697 SCHF 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 475,697 shares
    Change vs previous 13F +6,417 shares

    1.61% of the 13F portfolio, value $13,176,803.

    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 469,280 shares
    Change vs previous 13F +34,150 shares

    1.52% of the 13F portfolio, value $11,614,672.

    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 435,130 shares
    Change vs previous 13F +68,459 shares

    1.41% of the 13F portfolio, value $10,460,520.

    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 366,671 shares
    Change vs previous 13F +52,385 shares

    1.28% of the 13F portfolio, value $8,536,096.

    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 314,286 shares
    Change vs previous 13F -49,641 shares

    1.1% of the 13F portfolio, value $6,945,726.

    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 363,927 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $6,732,653.

    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 363,927 shares
    Change vs previous 13F +143,634 shares

    1.23% of the 13F portfolio, value $6,732,653.

    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 220,293 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $9,058,448.

    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).