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Joseph Group Capital Management: SCHP position timeline

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

Joseph Group Capital Management held 1,045,552 SCHP 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 1,045,552 shares
    Change vs previous 13F +6,542 shares

    5.82% of the 13F portfolio, value $27,707,128.

    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 1,039,010 shares
    Change vs previous 13F +41,159 shares

    6.91% of the 13F portfolio, value $27,648,061.

    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 997,851 shares
    Change vs previous 13F +60,759 shares

    6.94% of the 13F portfolio, value $26,433,064.

    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 937,092 shares
    Change vs previous 13F +9,411 shares

    7.12% of the 13F portfolio, value $25,254,629.

    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 927,681 shares
    Change vs previous 13F +8,127 shares

    8.31% of the 13F portfolio, value $24,750,529.

    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 919,554 shares
    Change vs previous 13F +15,277 shares

    9.45% of the 13F portfolio, value $24,726,807.

    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 904,277 shares
    Change vs previous 13F +401,114 shares

    9.2% of the 13F portfolio, value $23,357,475.

    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 503,163 shares
    Change vs previous 13F not available

    10.32% of the 13F portfolio, value $26,984,632.

    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).