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Next Capital Management LLC: SCHX position timeline

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

Next Capital Management LLC held 112,073 SCHX 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 112,073 shares
    Change vs previous 13F -2,037 shares

    0.89% of the 13F portfolio, value $3,298,320.

    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 114,110 shares
    Change vs previous 13F +458 shares

    0.89% of the 13F portfolio, value $2,925,793.

    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 113,652 shares
    Change vs previous 13F -1,759 shares

    0.98% of the 13F portfolio, value $3,058,380.

    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 115,411 shares
    Change vs previous 13F -4,094 shares

    1.01% of the 13F portfolio, value $3,039,926.

    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 119,505 shares
    Change vs previous 13F -571 shares

    1.08% of the 13F portfolio, value $2,920,696.

    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 120,076 shares
    Change vs previous 13F -28,640 shares

    1.27% of the 13F portfolio, value $2,651,285.

    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 148,716 shares
    Change vs previous 13F +99,882 shares

    1.42% of the 13F portfolio, value $3,447,247.

    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 48,834 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,313,401.

    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).