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Disclosery

Capital Square, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Square, LLC on SCHG, newest first. How the timeline and the estimate are built.

Capital Square, LLC held 43,195 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,195 shares
    Change vs previous 13F +853 shares

    0.66% of the 13F portfolio, value $1,496,722.

    13F-HR 0001798736-26-000003 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 42,342 shares
    Change vs previous 13F +2,600 shares

    0.64% of the 13F portfolio, value $1,393,920.

    13F-HR 0001798736-26-000002 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 39,742 shares
    Change vs previous 13F +2,054 shares

    0.66% of the 13F portfolio, value $1,296,382.

    13F-HR 0001798736-26-000001 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 37,688 shares
    Change vs previous 13F -368 shares

    0.61% of the 13F portfolio, value $1,202,624.

    13F-HR 0001798736-25-000007 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 38,056 shares
    Change vs previous 13F -5,216 shares

    0.6% of the 13F portfolio, value $1,116,945.

    13F-HR 0001798736-25-000003 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 43,272 shares
    Change vs previous 13F +1,534 shares

    0.64% of the 13F portfolio, value $1,083,541.

    13F-HR 0001798736-25-000002 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 41,738 shares
    Change vs previous 13F +32,396 shares

    0.69% of the 13F portfolio, value $1,206,234.

    13F-HR 0001798736-25-000001 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,342 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $973,252.

    13F-HR 0001798736-24-000004 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

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