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Next Capital Management LLC: SCHW position timeline

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

Next Capital Management LLC held 16,323 SCHW 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 16,323 shares
    Change vs previous 13F -600 shares

    0.41% of the 13F portfolio, value $1,506,123.

    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 16,923 shares
    Change vs previous 13F +600 shares

    0.48% of the 13F portfolio, value $1,590,424.

    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 16,323 shares
    Change vs previous 13F -10,517 shares

    0.52% of the 13F portfolio, value $1,630,831.

    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 26,840 shares
    Change vs previous 13F +10,156 shares

    0.63% of the 13F portfolio, value $1,893,844.

    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 16,684 shares
    Change vs previous 13F +702 shares

    0.56% of the 13F portfolio, value $1,522,248.

    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 15,982 shares
    Change vs previous 13F -2,360 shares

    0.6% of the 13F portfolio, value $1,251,071.

    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 18,342 shares
    Change vs previous 13F -10,054 shares

    0.56% of the 13F portfolio, value $1,357,491.

    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 28,396 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,840,345.

    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).