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Capital Analysts, LLC: SCHP position timeline

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

Capital Analysts, LLC held 486,183 SCHP 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 486,183 shares
    Change vs previous 13F +49,391 shares

    0.3% of the 13F portfolio, value $12,884,000.

    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 436,792 shares
    Change vs previous 13F +30,978 shares

    0.31% of the 13F portfolio, value $11,623,000.

    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 405,814 shares
    Change vs previous 13F +30,108 shares

    0.3% of the 13F portfolio, value $10,750,000.

    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 375,706 shares
    Change vs previous 13F +82,505 shares

    0.3% of the 13F portfolio, value $10,125,000.

    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 293,201 shares
    Change vs previous 13F +108,268 shares

    0.26% of the 13F portfolio, value $7,823,000.

    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 184,933 shares
    Change vs previous 13F +111,300 shares

    0.19% of the 13F portfolio, value $4,973,000.

    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 73,633 shares
    Change vs previous 13F +52,691 shares

    0.08% of the 13F portfolio, value $1,902,000.

    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 20,942 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,123,000.

    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).