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Disclosery

Waterloo Capital, L.P.: SCHB position timeline

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

Waterloo Capital, L.P. held 38,258 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,258 shares
    Change vs previous 13F +2,493 shares

    0.06% of the 13F portfolio, value $1,107,947.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, 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 35,765 shares
    Change vs previous 13F -2,518 shares

    0.06% of the 13F portfolio, value $897,690.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, 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 38,283 shares
    Change vs previous 13F -1,790 shares

    0.07% of the 13F portfolio, value $1,004,175.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, 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 40,073 shares
    Change vs previous 13F +71 shares

    0.08% of the 13F portfolio, value $1,030,270.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, 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 40,002 shares
    Change vs previous 13F -980 shares

    0.08% of the 13F portfolio, value $953,242.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, 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 40,982 shares
    Change vs previous 13F -659 shares

    0.08% of the 13F portfolio, value $882,345.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, 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 41,641 shares
    Change vs previous 13F +26,951 shares

    0.1% of the 13F portfolio, value $945,249.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, 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 14,690 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $977,175.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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