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Disclosery

Caprock Group, LLC: SCHF position timeline

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

Caprock Group, LLC held 162,570 SCHF 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 162,570 shares
    Change vs previous 13F +22,834 shares

    0.09% of the 13F portfolio, value $4,503,195.

    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 139,736 shares
    Change vs previous 13F -1,835 shares

    0.08% of the 13F portfolio, value $3,458,478.

    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 141,571 shares
    Change vs previous 13F -72,763 shares

    0.07% of the 13F portfolio, value $3,403,379.

    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 214,334 shares
    Change vs previous 13F -4,506 shares

    0.12% of the 13F portfolio, value $4,867,532.

    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 218,840 shares
    Change vs previous 13F +81,422 shares

    0.13% of the 13F portfolio, value $4,328,660.

    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 137,418 shares
    Change vs previous 13F +69,627 shares

    0.08% of the 13F portfolio, value $2,542,246.

    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 67,791 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,787,594.

    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).