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Disclosery

Cape Investment Advisory, Inc.: SCHV position timeline

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

Cape Investment Advisory, Inc. held 604,607 SCHV 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 604,607 shares
    Change vs previous 13F +2,717 shares

    5.19% of the 13F portfolio, value $20,139,459.

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

  2. period ended2026-06-30
    13F 601,890 shares
    Change vs previous 13F +219 shares

    5.6% of the 13F portfolio, value $20,951,796.

    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 601,671 shares
    Change vs previous 13F +3,839 shares

    6.1% of the 13F portfolio, value $18,350,955.

    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 597,832 shares
    Change vs previous 13F +587,699 shares

    5.44% of the 13F portfolio, value $17,701,808.

    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 10,133 shares
    Change vs previous 13F -592,424 shares

    0.29% of the 13F portfolio, value $294,983.

    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 602,557 shares
    Change vs previous 13F +1,358 shares

    6.09% of the 13F portfolio, value $16,672,758.

    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 601,199 shares
    Change vs previous 13F -6,910 shares

    6.37% of the 13F portfolio, value $15,979,866.

    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 608,109 shares
    Change vs previous 13F not available

    6.2% of the 13F portfolio, value $15,853,411.

    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).