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Chicago Partners Investment Group LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chicago Partners Investment Group LLC on SCHA, newest first. How the timeline and the estimate are built.

Chicago Partners Investment Group LLC held 860,517 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 860,517 shares
    Change vs previous 13F +39,304 shares

    0.59% of the 13F portfolio, value $29,481,329.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment Group 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 821,213 shares
    Change vs previous 13F +56,893 shares

    0.59% of the 13F portfolio, value $26,484,131.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment Group 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 764,320 shares
    Change vs previous 13F +70,849 shares

    0.58% of the 13F portfolio, value $23,349,964.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment Group 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 693,471 shares
    Change vs previous 13F +69,839 shares

    0.52% of the 13F portfolio, value $19,750,055.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group 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 623,632 shares
    Change vs previous 13F +42,400 shares

    0.48% of the 13F portfolio, value $16,544,954.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group 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 581,232 shares
    Change vs previous 13F +92,799 shares

    0.45% of the 13F portfolio, value $13,502,021.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group 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 488,433 shares
    Change vs previous 13F +31,695 shares

    0.42% of the 13F portfolio, value $12,684,615.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group 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 456,738 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $11,687,931.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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