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Disclosery

Caprock Group, LLC: SCHW position timeline

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

Caprock Group, LLC held 73,931 SCHW 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 73,931 shares
    Change vs previous 13F -6,356 shares

    0.13% of the 13F portfolio, value $6,821,626.

    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 80,287 shares
    Change vs previous 13F +4,642 shares

    0.18% of the 13F portfolio, value $7,545,460.

    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 75,645 shares
    Change vs previous 13F +23,708 shares

    0.16% of the 13F portfolio, value $7,557,740.

    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 51,937 shares
    Change vs previous 13F +7,058 shares

    0.12% of the 13F portfolio, value $4,977,682.

    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 44,879 shares
    Change vs previous 13F -7,962 shares

    0.11% of the 13F portfolio, value $3,513,195.

    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 52,841 shares
    Change vs previous 13F +4,234 shares

    0.13% of the 13F portfolio, value $3,910,793.

    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 48,607 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,150,220.

    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).