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Disclosery

Passive Capital Management, LLC.: SCHH position timeline

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

Passive Capital Management, LLC. held 299,841 SCHH 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 299,841 shares
    Change vs previous 13F -12,024 shares

    1.96% of the 13F portfolio, value $6,263,679.

    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 311,865 shares
    Change vs previous 13F +12,024 shares

    2% of the 13F portfolio, value $6,701,988.

    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 299,841 shares
    Change vs previous 13F +18,101 shares

    1.96% of the 13F portfolio, value $6,263,679.

    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 281,740 shares
    Change vs previous 13F +12,487 shares

    1.98% of the 13F portfolio, value $6,077,142.

    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 269,253 shares
    Change vs previous 13F +14,917 shares

    1.78% of the 13F portfolio, value $5,727,015.

    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 254,336 shares
    Change vs previous 13F +34,257 shares

    1.73% of the 13F portfolio, value $5,470,757.

    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 220,079 shares
    Change vs previous 13F +9,214 shares

    1.63% of the 13F portfolio, value $4,634,854.

    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 210,865 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $4,885,739.

    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).