Skip to content
Disclosery

Next Capital Management LLC: SCHB position timeline

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

Next Capital Management LLC held 34,620 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,620 shares
    Change vs previous 13F +1,402 shares

    0.27% of the 13F portfolio, value $1,002,585.

    13F-HR 0001437749-26-025432 filed by Next 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 33,218 shares
    Change vs previous 13F +93 shares

    0.25% of the 13F portfolio, value $833,776.

    13F-HR 0001437749-26-015365 filed by Next 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 33,125 shares
    Change vs previous 13F +104 shares

    0.28% of the 13F portfolio, value $868,864.

    13F-HR 0001437749-26-003766 filed by Next 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 33,021 shares
    Change vs previous 13F +95 shares

    0.28% of the 13F portfolio, value $848,981.

    13F-HR 0001437749-25-033205 filed by Next 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 32,926 shares
    Change vs previous 13F +97 shares

    0.29% of the 13F portfolio, value $784,625.

    13F-HR 0001437749-25-024802 filed by Next 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 32,829 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $706,804.

    13F-HR 0001437749-25-014677 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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