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Disclosery

Kathmere Capital Management, LLC: SCHF position timeline

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

Kathmere Capital Management, LLC held 330,602 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 330,602 shares
    Change vs previous 13F -5,815 shares

    0.49% of the 13F portfolio, value $9,157,676.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, 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 336,417 shares
    Change vs previous 13F -6,784 shares

    0.52% of the 13F portfolio, value $8,326,317.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, 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 343,201 shares
    Change vs previous 13F -10,555 shares

    0.56% of the 13F portfolio, value $8,250,549.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, 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 353,756 shares
    Change vs previous 13F -29,405 shares

    0.59% of the 13F portfolio, value $8,235,436.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 383,161 shares
    Change vs previous 13F -28,662 shares

    0.65% of the 13F portfolio, value $8,467,855.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 411,823 shares
    Change vs previous 13F +17,540 shares

    0.69% of the 13F portfolio, value $8,145,856.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, 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 394,283 shares
    Change vs previous 13F +197,538 shares

    0.66% of the 13F portfolio, value $7,294,233.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, 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 196,745 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $8,090,149.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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