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Per Stirling Capital Management, LLC.: SCHF position timeline

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

Per Stirling Capital Management, LLC. held 124,010 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,010 shares
    Change vs previous 13F -2,757 shares

    0.33% of the 13F portfolio, value $3,435,081.

    13F-HR 0001689933-26-000005 filed by Per Stirling 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 126,767 shares
    Change vs previous 13F +7,686 shares

    0.35% of the 13F portfolio, value $3,137,495.

    13F-HR 0001689933-26-000003 filed by Per Stirling 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 119,081 shares
    Change vs previous 13F +213 shares

    0.32% of the 13F portfolio, value $2,862,718.

    13F-HR 0001689933-26-000001 filed by Per Stirling 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 118,868 shares
    Change vs previous 13F +4,680 shares

    0.33% of the 13F portfolio, value $2,767,239.

    13F-HR 0001689933-25-000006 filed by Per Stirling 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 114,188 shares
    Change vs previous 13F +459 shares

    0.33% of the 13F portfolio, value $2,523,547.

    13F-HR 0001689933-25-000004 filed by Per Stirling 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 113,729 shares
    Change vs previous 13F +5,954 shares

    0.32% of the 13F portfolio, value $2,249,562.

    13F-HR 0001689933-25-000003 filed by Per Stirling 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 107,775 shares
    Change vs previous 13F +60,456 shares

    0.28% of the 13F portfolio, value $1,993,839.

    13F-HR 0001689933-25-000002 filed by Per Stirling 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 47,319 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,945,760.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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