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Disclosery

Caprock Group, LLC: SCHX position timeline

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

Caprock Group, LLC held 530,918 SCHX 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 530,918 shares
    Change vs previous 13F +11,740 shares

    0.3% of the 13F portfolio, value $15,624,944.

    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 519,178 shares
    Change vs previous 13F -19,777 shares

    0.32% of the 13F portfolio, value $13,311,732.

    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 538,955 shares
    Change vs previous 13F +110,345 shares

    0.31% of the 13F portfolio, value $14,503,303.

    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 428,610 shares
    Change vs previous 13F -104 shares

    0.27% of the 13F portfolio, value $10,959,559.

    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 428,714 shares
    Change vs previous 13F +4,584 shares

    0.29% of the 13F portfolio, value $9,466,026.

    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 424,130 shares
    Change vs previous 13F +282,821 shares

    0.32% of the 13F portfolio, value $9,831,354.

    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 141,309 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $9,587,851.

    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).