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Disclosery

Cape Investment Advisory, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cape Investment Advisory, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Cape Investment Advisory, Inc. held 186,669 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 186,669 shares
    Change vs previous 13F +7,132 shares

    1.56% of the 13F portfolio, value $6,072,336.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 179,537 shares
    Change vs previous 13F -4,576 shares

    1.52% of the 13F portfolio, value $5,693,107.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    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 184,113 shares
    Change vs previous 13F +4,259 shares

    1.88% of the 13F portfolio, value $5,648,597.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    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 179,854 shares
    Change vs previous 13F +175,406 shares

    1.52% of the 13F portfolio, value $4,933,401.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    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 4,448 shares
    Change vs previous 13F -167,829 shares

    0.12% of the 13F portfolio, value $121,422.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    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 172,277 shares
    Change vs previous 13F +6,230 shares

    1.67% of the 13F portfolio, value $4,565,333.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    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 166,047 shares
    Change vs previous 13F +4,391 shares

    1.85% of the 13F portfolio, value $4,642,687.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    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 161,656 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $4,416,447.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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