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Carmel Capital Partners, LLC: SCHX position timeline

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

Carmel Capital Partners, LLC held 22,518 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,518 shares
    Change vs previous 13F +2,430 shares

    0.22% of the 13F portfolio, value $662,691.

    13F-HR 0001900481-26-000005 filed by Carmel Capital Partners, 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 20,088 shares
    Change vs previous 13F +385 shares

    0.19% of the 13F portfolio, value $515,061.

    13F-HR 0001900481-26-000003 filed by Carmel Capital Partners, 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 19,703 shares
    Change vs previous 13F +343 shares

    0.19% of the 13F portfolio, value $530,198.

    13F-HR 0001900481-26-000001 filed by Carmel Capital Partners, 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 19,360 shares
    Change vs previous 13F +1,350 shares

    0.21% of the 13F portfolio, value $509,945.

    13F-HR 0001900481-25-000009 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 18,010 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $440,164.

    13F-HR 0001900481-25-000008 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 18,010 shares
    Change vs previous 13F -20 shares

    0.16% of the 13F portfolio, value $397,661.

    13F-HR 0001900481-25-000004 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,030 shares
    Change vs previous 13F +12,020 shares

    0.17% of the 13F portfolio, value $417,935.

    13F-HR 0001900481-25-000003 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,010 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $407,779.

    13F-HR 0001900481-24-000012 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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