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Disclosery

Caprock Group, LLC: SCHB position timeline

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

Caprock Group, LLC held 2,086,029 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,086,029 shares
    Change vs previous 13F -4,817 shares

    1.16% of the 13F portfolio, value $60,411,424.

    13F-HR 0001610769-26-000003 filed by Caprock Group, 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 2,090,846 shares
    Change vs previous 13F +7,626 shares

    1.27% of the 13F portfolio, value $52,480,253.

    13F-HR 0001610769-26-000002 filed by Caprock Group, 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 2,083,220 shares
    Change vs previous 13F -121,564 shares

    1.15% of the 13F portfolio, value $54,642,867.

    13F-HR 0001610769-26-000001 filed by Caprock Group, 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 2,204,784 shares
    Change vs previous 13F -2,424 shares

    1.35% of the 13F portfolio, value $54,987,328.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,207,208 shares
    Change vs previous 13F -33,428 shares

    1.45% of the 13F portfolio, value $47,521,205.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,240,636 shares
    Change vs previous 13F +1,496,103 shares

    1.66% of the 13F portfolio, value $50,862,449.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 744,533 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $49,526,340.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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