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Per Stirling Capital Management, LLC.: SCHV position timeline

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

Per Stirling Capital Management, LLC. held 268,034 SCHV 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 268,034 shares
    Change vs previous 13F -378 shares

    0.89% of the 13F portfolio, value $9,330,271.

    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 268,412 shares
    Change vs previous 13F +6,318 shares

    0.9% of the 13F portfolio, value $8,186,552.

    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 262,094 shares
    Change vs previous 13F +8,050 shares

    0.87% of the 13F portfolio, value $7,760,606.

    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 254,044 shares
    Change vs previous 13F +8,681 shares

    0.88% of the 13F portfolio, value $7,395,233.

    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 245,363 shares
    Change vs previous 13F +10,485 shares

    0.89% of the 13F portfolio, value $6,789,187.

    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 234,878 shares
    Change vs previous 13F +8,025 shares

    0.9% of the 13F portfolio, value $6,243,062.

    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 226,853 shares
    Change vs previous 13F +152,596 shares

    0.84% of the 13F portfolio, value $5,914,061.

    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 74,257 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $5,968,075.

    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).