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Disclosery

IEQ CAPITAL, LLC: SCHF position timeline

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

IEQ CAPITAL, LLC held 181,775 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,775 shares
    Change vs previous 13F +14,162 shares

    0.02% of the 13F portfolio, value $5,035,147.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 167,613 shares
    Change vs previous 13F -10,626 shares

    0.02% of the 13F portfolio, value $4,148,431.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 178,239 shares
    Change vs previous 13F +27,955 shares

    0.01% of the 13F portfolio, value $4,284,879.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 150,284 shares
    Change vs previous 13F +24,692 shares

    0.01% of the 13F portfolio, value $3,498,613.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 125,592 shares
    Change vs previous 13F -4,517 shares

    0.02% of the 13F portfolio, value $2,775,578.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 130,109 shares
    Change vs previous 13F +66,353 shares

    0.02% of the 13F portfolio, value $2,573,560.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 63,756 shares
    Change vs previous 13F +31,111 shares

    0.01% of the 13F portfolio, value $1,179,489.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 32,645 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,342,342.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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