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Disclosery

Smith Anglin Financial, LLC: SCHV position timeline

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

Smith Anglin Financial, LLC held 63,437 SCHV shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 63,437 shares
    Change vs previous 13F -16,607 shares

    0.16% of the 13F portfolio, value $1,755,315.

    13F-HR 0001553540-25-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 80,044 shares
    Change vs previous 13F +3,647 shares

    0.23% of the 13F portfolio, value $2,127,560.

    13F-HR 0001553540-25-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 76,397 shares
    Change vs previous 13F +51,313 shares

    0.19% of the 13F portfolio, value $1,991,674.

    13F-HR 0001553540-25-000001 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 25,084 shares
    Change vs previous 13F -523 shares

    0.19% of the 13F portfolio, value $2,016,000.

    13F-HR 0001553540-24-000006 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 25,607 shares
    Change vs previous 13F -774 shares

    0.19% of the 13F portfolio, value $1,896,999.

    13F-HR 0001553540-24-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 26,381 shares
    Change vs previous 13F -22,363 shares

    0.21% of the 13F portfolio, value $2,004,401.

    13F-HR 0001553540-24-000003 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 48,744 shares
    Change vs previous 13F -22,223 shares

    0.39% of the 13F portfolio, value $3,416,953.

    13F-HR 0001553540-24-000002 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 70,967 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,574,534.

    13F-HR 0001553540-23-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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