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Chicago Partners Investment Group LLC: SCHF position timeline

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

Chicago Partners Investment Group LLC held 587,036 SCHF 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 587,036 shares
    Change vs previous 13F +51,156 shares

    0.32% of the 13F portfolio, value $15,896,937.

    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 535,880 shares
    Change vs previous 13F +54,788 shares

    0.32% of the 13F portfolio, value $14,147,239.

    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 481,092 shares
    Change vs previous 13F +27,802 shares

    0.3% of the 13F portfolio, value $12,171,619.

    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 453,290 shares
    Change vs previous 13F +53,357 shares

    0.28% of the 13F portfolio, value $10,892,560.

    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 399,933 shares
    Change vs previous 13F +32,398 shares

    0.26% of the 13F portfolio, value $9,074,475.

    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 367,535 shares
    Change vs previous 13F +32,305 shares

    0.25% of the 13F portfolio, value $7,652,084.

    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 335,230 shares
    Change vs previous 13F +20,666 shares

    0.21% of the 13F portfolio, value $6,265,440.

    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 314,564 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,190,621.

    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).