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Capital Advantage, Inc.: SCHM position timeline

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

Capital Advantage, Inc. held 47,977 SCHM 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 47,977 shares
    Change vs previous 13F +2,355 shares

    0.22% of the 13F portfolio, value $1,768,916.

    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 45,622 shares
    Change vs previous 13F -897 shares

    0.18% of the 13F portfolio, value $1,412,444.

    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 46,519 shares
    Change vs previous 13F -101 shares

    0.19% of the 13F portfolio, value $1,398,826.

    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 46,620 shares
    Change vs previous 13F -1,050 shares

    0.21% of the 13F portfolio, value $1,381,826.

    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 47,670 shares
    Change vs previous 13F -151,171 shares

    0.21% of the 13F portfolio, value $1,337,149.

    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 198,841 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $5,509,886.

    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 198,841 shares
    Change vs previous 13F +130,479 shares

    1% of the 13F portfolio, value $5,509,886.

    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 68,362 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $5,680,209.

    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).