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Disclosery

Cape Investment Advisory, Inc.: SCHX position timeline

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

Cape Investment Advisory, Inc. held 20,554 SCHX 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 20,554 shares
    Change vs previous 13F +466 shares

    0.16% of the 13F portfolio, value $616,610.

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

  2. period ended2026-06-30
    13F 20,088 shares
    Change vs previous 13F -269 shares

    0.16% of the 13F portfolio, value $591,179.

    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 20,357 shares
    Change vs previous 13F -2,055 shares

    0.17% of the 13F portfolio, value $521,953.

    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 22,412 shares
    Change vs previous 13F +22,388 shares

    0.19% of the 13F portfolio, value $603,101.

    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 -25,383 shares

    <0.01% of the 13F portfolio, value $644.

    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 25,407 shares
    Change vs previous 13F -223 shares

    0.23% of the 13F portfolio, value $620,955.

    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 25,630 shares
    Change vs previous 13F -2,855 shares

    0.23% of the 13F portfolio, value $565,903.

    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 28,485 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $660,275.

    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).