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Disclosery

Joseph Group Capital Management: SCHV position timeline

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

Joseph Group Capital Management held 131,497 SCHV 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 131,497 shares
    Change vs previous 13F -43 shares

    0.96% of the 13F portfolio, value $4,577,411.

    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 131,540 shares
    Change vs previous 13F +14,716 shares

    1% of the 13F portfolio, value $4,011,970.

    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 116,824 shares
    Change vs previous 13F -5,158 shares

    0.91% of the 13F portfolio, value $3,459,159.

    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 121,982 shares
    Change vs previous 13F +1,533 shares

    1% of the 13F portfolio, value $3,550,896.

    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 120,449 shares
    Change vs previous 13F +8,741 shares

    1.12% of the 13F portfolio, value $3,332,824.

    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 111,708 shares
    Change vs previous 13F +19,257 shares

    1.13% of the 13F portfolio, value $2,969,199.

    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 92,451 shares
    Change vs previous 13F +62,725 shares

    0.95% of the 13F portfolio, value $2,410,198.

    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 29,726 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,389,079.

    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).