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Disclosery

Passive Capital Management, LLC.: SCHC position timeline

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

Passive Capital Management, LLC. held 15,980 SCHC 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 15,980 shares
    Change vs previous 13F +498 shares

    0.23% of the 13F portfolio, value $727,550.

    13F-HR 0001765380-26-000316 filed by Passive 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 15,482 shares
    Change vs previous 13F -498 shares

    0.22% of the 13F portfolio, value $723,622.

    13F-HR 0001765380-26-000213 filed by Passive 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 15,980 shares
    Change vs previous 13F +1,024 shares

    0.23% of the 13F portfolio, value $727,550.

    13F-HR 0001958250-26-000001 filed by Passive 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 14,956 shares
    Change vs previous 13F -12,477 shares

    0.22% of the 13F portfolio, value $680,629.

    13F-HR 0001765380-25-000467 filed by Passive 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 27,433 shares
    Change vs previous 13F -220 shares

    0.36% of the 13F portfolio, value $1,164,548.

    13F-HR 0001765380-25-000326 filed by Passive 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 27,653 shares
    Change vs previous 13F -80 shares

    0.31% of the 13F portfolio, value $992,190.

    13F-HR 0001765380-25-000185 filed by Passive 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 27,733 shares
    Change vs previous 13F +1,292 shares

    0.34% of the 13F portfolio, value $952,075.

    13F-HR 0001765380-25-000045 filed by Passive 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 26,441 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,018,776.

    13F-HR 0001214659-24-019247 filed by Passive Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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