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Gradient Capital Advisors, LLC: SCHF position timeline

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

Gradient Capital Advisors, LLC held 424,587 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 424,587 shares
    Change vs previous 13F -10,561 shares

    2.72% of the 13F portfolio, value $11,761,052.

    13F-HR 0001727917-26-000006 filed by Gradient Capital Advisors, 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 435,148 shares
    Change vs previous 13F -13,201 shares

    2.79% of the 13F portfolio, value $10,769,919.

    13F-HR 0001727917-26-000004 filed by Gradient Capital Advisors, 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 448,349 shares
    Change vs previous 13F -5,837 shares

    2.78% of the 13F portfolio, value $10,778,316.

    13F-HR 0001727917-26-000002 filed by Gradient Capital Advisors, 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 454,186 shares
    Change vs previous 13F -12,266 shares

    2.83% of the 13F portfolio, value $10,573,449.

    13F-HR 0001727917-25-000011 filed by Gradient Capital Advisors, 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 466,452 shares
    Change vs previous 13F -11,952 shares

    3.05% of the 13F portfolio, value $10,308,588.

    13F-HR 0001727917-25-000009 filed by Gradient Capital Advisors, 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 478,404 shares
    Change vs previous 13F -9,299 shares

    3.09% of the 13F portfolio, value $9,462,821.

    13F-HR 0001727917-25-000005 filed by Gradient Capital Advisors, 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 487,703 shares
    Change vs previous 13F +243,586 shares

    2.91% of the 13F portfolio, value $9,022,496.

    13F-HR 0001727917-25-000002 filed by Gradient Capital Advisors, 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 244,117 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $10,038,080.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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