SCHNIEDERS CAPITAL MANAGEMENT, LLC.
All 13F Filings
- Location
- Pasadena, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 629,160
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 206 | 629,160 | 13F-HR | SCHNIEDERS CAPITAL MANAGEMENT, LLC. |
| Q4 2025 | 1/29/2026 | 217 | 641,625 | 13F-HR | SCHNIEDERS CAPITAL MANAGEMENT, LLC. |
| Q3 2025 | 11/6/2025 | 219 | 560,511 | 13F-HR | SCHNIEDERS CAPITAL MANAGEMENT, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 509.8 K | 81.0% | 0 | 25.2 K | -25.2 K |
| ETFs | 119.4 K | 19.0% | 12.74 K | 0 | 12.74 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
629,160
Holdings
206
QoQ value change ($000)
-12,465
(-1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.