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Disclosery

Cape Investment Advisory, Inc.: SCHM position timeline

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

Cape Investment Advisory, Inc. held 197,194 SCHM 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 197,194 shares
    Change vs previous 13F +2,353 shares

    1.73% of the 13F portfolio, value $6,708,531.

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

  2. period ended2026-06-30
    13F 194,841 shares
    Change vs previous 13F -508 shares

    1.92% of the 13F portfolio, value $7,183,776.

    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 195,349 shares
    Change vs previous 13F -47 shares

    2.01% of the 13F portfolio, value $6,047,993.

    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 195,396 shares
    Change vs previous 13F +195,372 shares

    1.81% of the 13F portfolio, value $5,875,569.

    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 24 shares
    Change vs previous 13F -206,839 shares

    <0.01% of the 13F portfolio, value $711.

    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 206,863 shares
    Change vs previous 13F -2,968 shares

    2.12% of the 13F portfolio, value $5,802,515.

    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 209,831 shares
    Change vs previous 13F -3,044 shares

    2.19% of the 13F portfolio, value $5,497,581.

    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 212,875 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $5,898,758.

    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).