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Fortis Capital Management LLC: SCHF position timeline

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

Fortis Capital Management LLC held 292,965 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 292,965 shares
    Change vs previous 13F +20,323 shares

    0.91% of the 13F portfolio, value $8,115,126.

    13F-HR 0001398344-26-014252 filed by Fortis Capital Management 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 272,642 shares
    Change vs previous 13F +25,945 shares

    0.9% of the 13F portfolio, value $6,747,885.

    13F-HR 0001398344-26-008947 filed by Fortis Capital Management 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 246,697 shares
    Change vs previous 13F +23,271 shares

    0.79% of the 13F portfolio, value $5,930,594.

    13F-HR 0001398344-26-003165 filed by Fortis Capital Management 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 223,426 shares
    Change vs previous 13F +14,121 shares

    0.73% of the 13F portfolio, value $5,201,363.

    13F-HR 0001398344-25-020599 filed by Fortis Capital Management 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 209,305 shares
    Change vs previous 13F +5,077 shares

    0.72% of the 13F portfolio, value $4,625,635.

    13F-HR 0001398344-25-015085 filed by Fortis Capital Management 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 204,228 shares
    Change vs previous 13F -9,985 shares

    0.79% of the 13F portfolio, value $4,039,633.

    13F-HR 0001398344-25-009073 filed by Fortis Capital Management 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 214,213 shares
    Change vs previous 13F +107,233 shares

    0.74% of the 13F portfolio, value $3,962,936.

    13F-HR 0001398344-25-002414 filed by Fortis Capital Management 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 106,980 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $4,399,027.

    13F-HR 0001398344-24-020028 filed by Fortis Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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