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Disclosery

Cape Investment Advisory, Inc.: SCHG position timeline

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

Cape Investment Advisory, Inc. held 250,997 SCHG 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 250,997 shares
    Change vs previous 13F -1,804 shares

    2.32% of the 13F portfolio, value $9,018,329.

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

  2. period ended2026-06-30
    13F 252,801 shares
    Change vs previous 13F -2,914 shares

    2.29% of the 13F portfolio, value $8,554,799.

    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 255,715 shares
    Change vs previous 13F -281 shares

    2.48% of the 13F portfolio, value $7,448,990.

    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 255,996 shares
    Change vs previous 13F +245,003 shares

    2.57% of the 13F portfolio, value $8,350,588.

    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 10,993 shares
    Change vs previous 13F -250,037 shares

    0.35% of the 13F portfolio, value $350,796.

    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 261,030 shares
    Change vs previous 13F -1,328 shares

    2.78% of the 13F portfolio, value $7,624,678.

    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 262,358 shares
    Change vs previous 13F -13,748 shares

    2.62% of the 13F portfolio, value $6,569,443.

    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 276,106 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $7,695,085.

    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).