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MidAtlantic Capital Management, Inc.: SCHV position timeline

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

MidAtlantic Capital Management, Inc. held 23,994 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,994 shares
    Change vs previous 13F +448 shares

    0.52% of the 13F portfolio, value $835,231.

    13F-HR 0002042068-26-000007 filed by MidAtlantic Capital Management, Inc.
    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 23,546 shares
    Change vs previous 13F -542 shares

    0.5% of the 13F portfolio, value $718,153.

    13F-HR 0002042068-26-000002 filed by MidAtlantic Capital Management, Inc.
    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 24,088 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $713,246.

    13F-HR 0002042068-26-000001 filed by MidAtlantic Capital Management, Inc.
    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 24,088 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $701,202.

    13F-HR 0002042068-25-000006 filed by MidAtlantic Capital Management, Inc.
    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 24,088 shares
    Change vs previous 13F -554 shares

    0.47% of the 13F portfolio, value $666,515.

    13F-HR 0002042068-25-000003 filed by MidAtlantic Capital Management, Inc.
    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 24,642 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $654,984.

    13F-HR 0002042068-25-000002 filed by MidAtlantic Capital Management, Inc.
    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 24,642 shares
    Change vs previous 13F +16,428 shares

    0.47% of the 13F portfolio, value $642,417.

    13F-HR 0002042068-25-000001 filed by MidAtlantic Capital Management, Inc.
    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 8,214 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $660,159.

    13F-HR 0002042068-24-000001 filed by MidAtlantic Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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