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Disclosery

THEORY FINANCIAL LLC: SCHP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of THEORY FINANCIAL LLC on SCHP, newest first. How the timeline and the estimate are built.

THEORY FINANCIAL LLC held 235,393 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 235,393 shares
    Change vs previous 13F +36,330 shares

    1.97% of the 13F portfolio, value $6,237,915.

    13F-HR 0001899158-26-000003 filed by THEORY 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 ended2026-03-31
    13F 199,063 shares
    Change vs previous 13F -28,705 shares

    1.86% of the 13F portfolio, value $5,297,066.

    13F-HR 0001899158-26-000002 filed by THEORY 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 ended2025-12-31
    13F 227,768 shares
    Change vs previous 13F -71,205 shares

    2.04% of the 13F portfolio, value $6,060,906.

    13F-HR 0001899158-26-000001 filed by THEORY 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 ended2025-09-30
    13F 298,973 shares
    Change vs previous 13F +7,949 shares

    2.85% of the 13F portfolio, value $8,087,220.

    13F-HR 0001899158-25-000002 filed by THEORY 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 ended2025-06-30
    13F 291,024 shares
    Change vs previous 13F +43,517 shares

    2.94% of the 13F portfolio, value $7,741,238.

    13F-HR 0001085146-25-004772 filed by THEORY 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 ended2025-03-31
    13F 247,507 shares
    Change vs previous 13F +5,289 shares

    2.81% of the 13F portfolio, value $6,655,463.

    13F-HR 0001085146-25-002548 filed by THEORY 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 ended2024-12-31
    13F 242,218 shares
    Change vs previous 13F +11,187 shares

    2.62% of the 13F portfolio, value $6,256,491.

    13F-HR 0001085146-25-000715 filed by THEORY 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 ended2024-09-30
    13F 231,031 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $6,078,426.

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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