Capital Squared Financial LLC: SCHV position timeline

Capital Squared Financial LLC held 327,568 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 327,568 shares

   Change vs previous 13F +4,968 shares

   7.45% of the 13F portfolio, value $11,402,657.

   13F-HR 0002128691-26-000005 filed by Capital Squared Financial LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 322,600 shares

   Change vs previous 13F +16,716 shares

   7.51% of the 13F portfolio, value $9,839,293.

   13F-HR 0002128691-26-000004 filed by Capital Squared Financial LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 305,884 shares

   Change vs previous 13F +15,643 shares

   7.06% of the 13F portfolio, value $9,057,216.

   13F-HR 0002128691-26-000003 filed by Capital Squared Financial LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-09-30

   13F 290,241 shares

   Change vs previous 13F +26,356 shares

   7.33% of the 13F portfolio, value $8,448,916.

   13F-HR 0002128691-26-000002 filed by Capital Squared Financial LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

5. period ended2025-06-30

   13F 263,885 shares

   Change vs previous 13F not available

   8.51% of the 13F portfolio, value $7,301,703.

   13F-HR 0002128691-26-000001 filed by Capital Squared Financial LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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