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Disclosery

Next Capital Management LLC: SCHD position timeline

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

Next Capital Management LLC held 56,932 SCHD 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 56,932 shares
    Change vs previous 13F +16,012 shares

    0.49% of the 13F portfolio, value $1,805,312.

    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 40,920 shares
    Change vs previous 13F +539 shares

    0.38% of the 13F portfolio, value $1,255,411.

    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 40,381 shares
    Change vs previous 13F +512 shares

    0.35% of the 13F portfolio, value $1,107,643.

    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 39,869 shares
    Change vs previous 13F +862 shares

    0.36% of the 13F portfolio, value $1,088,423.

    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 39,007 shares
    Change vs previous 13F +717 shares

    0.38% of the 13F portfolio, value $1,033,689.

    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 38,290 shares
    Change vs previous 13F +6,184 shares

    0.51% of the 13F portfolio, value $1,070,589.

    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).

  7. period ended2024-12-31
    13F 32,106 shares
    Change vs previous 13F +21,655 shares

    0.36% of the 13F portfolio, value $877,135.

    13F-HR 0001437749-25-003355 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).

  8. period ended2024-09-30
    13F 10,451 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $883,423.

    13F-HR 0001437749-24-033793 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).