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TRAN CAPITAL MANAGEMENT, L.P.: SCHR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRAN CAPITAL MANAGEMENT, L.P. on SCHR, newest first. How the timeline and the estimate are built.

TRAN CAPITAL MANAGEMENT, L.P. held 109,300 SCHR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,300 shares
    Change vs previous 13F -5,578 shares

    0.31% of the 13F portfolio, value $2,695,338.

    13F-HR 0001104659-26-083830 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 114,878 shares
    Change vs previous 13F +3,773 shares

    0.39% of the 13F portfolio, value $2,861,611.

    13F-HR 0001104659-26-043004 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 111,105 shares
    Change vs previous 13F +91,780 shares

    0.33% of the 13F portfolio, value $2,786,513.

    13F-HR 0001104659-26-004950 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 19,325 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $485,637.

    13F-HR 0001104659-25-101729 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 19,325 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $483,705.

    13F-HR 0001104659-25-067664 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 19,325 shares
    Change vs previous 13F -957 shares

    0.06% of the 13F portfolio, value $480,419.

    13F-HR 0001104659-25-035177 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 20,282 shares
    Change vs previous 13F +10,141 shares

    0.06% of the 13F portfolio, value $492,650.

    13F-HR 0001104659-25-004834 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 10,141 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $513,135.

    13F-HR 0001104659-24-108427 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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