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Disclosery

Joseph Group Capital Management: SCHA position timeline

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

Joseph Group Capital Management held 39,824 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,824 shares
    Change vs previous 13F -710 shares

    0.3% of the 13F portfolio, value $1,438,841.

    13F-HR 0001910383-26-000003 filed by Joseph Group Capital Management
    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 40,534 shares
    Change vs previous 13F -3,091 shares

    0.29% of the 13F portfolio, value $1,178,729.

    13F-HR 0001910383-26-000002 filed by Joseph Group Capital Management
    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 43,625 shares
    Change vs previous 13F -1,715 shares

    0.33% of the 13F portfolio, value $1,242,440.

    13F-HR 0001910383-26-000001 filed by Joseph Group Capital Management
    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 45,340 shares
    Change vs previous 13F +8 shares

    0.36% of the 13F portfolio, value $1,264,986.

    13F-HR 0001910383-25-000009 filed by Joseph Group Capital Management
    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/A 45,332 shares
    Change vs previous 13F -501 shares

    0.39% of the 13F portfolio, value $1,146,900.

    13F-HR/A 0001910383-25-000006 filed by Joseph Group Capital Management
    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 45,833 shares
    Change vs previous 13F -2,728 shares

    0.41% of the 13F portfolio, value $1,073,867.

    13F-HR 0001910383-25-000002 filed by Joseph Group Capital Management
    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 48,561 shares
    Change vs previous 13F +21,750 shares

    0.49% of the 13F portfolio, value $1,255,787.

    13F-HR 0001910383-25-000001 filed by Joseph Group Capital Management
    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 26,811 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,380,767.

    13F-HR 0001910383-24-000005 filed by Joseph Group Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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