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Disclosery

Capital Analysts, LLC: SCHA position timeline

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

Capital Analysts, LLC held 117,399 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,399 shares
    Change vs previous 13F +1,142 shares

    0.1% of the 13F portfolio, value $4,242,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 116,257 shares
    Change vs previous 13F -50,453 shares

    0.09% of the 13F portfolio, value $3,382,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 166,710 shares
    Change vs previous 13F -11,199 shares

    0.13% of the 13F portfolio, value $4,748,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 177,909 shares
    Change vs previous 13F +3,532 shares

    0.14% of the 13F portfolio, value $4,964,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 174,377 shares
    Change vs previous 13F +117,065 shares

    0.15% of the 13F portfolio, value $4,412,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 57,312 shares
    Change vs previous 13F -3,610 shares

    0.05% of the 13F portfolio, value $1,343,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, 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 60,922 shares
    Change vs previous 13F +27,427 shares

    0.06% of the 13F portfolio, value $1,575,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, 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 33,495 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,725,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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