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Disclosery

Apella Capital, LLC: SCHG position timeline

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

Apella Capital, LLC held 105,093 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 105,093 shares
    Change vs previous 13F -8,005 shares

    0.05% of the 13F portfolio, value $3,874,785.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 113,098 shares
    Change vs previous 13F -4,072 shares

    0.05% of the 13F portfolio, value $3,880,401.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 117,170 shares
    Change vs previous 13F +10,083 shares

    0.06% of the 13F portfolio, value $3,822,101.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 107,087 shares
    Change vs previous 13F -1,047 shares

    0.07% of the 13F portfolio, value $3,493,168.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 108,134 shares
    Change vs previous 13F +67,334 shares

    0.08% of the 13F portfolio, value $3,432,174.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 40,800 shares
    Change vs previous 13F +300 shares

    0.03% of the 13F portfolio, value $1,191,361.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 40,500 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,006,426.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 40,500 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,128,736.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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