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Chicago Partners Investment Group LLC: SCHG position timeline

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

Chicago Partners Investment Group LLC held 447,094 SCHG 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 447,094 shares
    Change vs previous 13F +63,588 shares

    0.3% of the 13F portfolio, value $14,932,937.

    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 383,506 shares
    Change vs previous 13F +24,586 shares

    0.28% of the 13F portfolio, value $12,598,181.

    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 358,920 shares
    Change vs previous 13F +14,643 shares

    0.29% of the 13F portfolio, value $11,596,702.

    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 344,277 shares
    Change vs previous 13F +26,548 shares

    0.3% of the 13F portfolio, value $11,533,295.

    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 317,729 shares
    Change vs previous 13F +22,022 shares

    0.27% of the 13F portfolio, value $9,512,800.

    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 295,707 shares
    Change vs previous 13F +15,554 shares

    0.25% of the 13F portfolio, value $7,620,377.

    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 280,153 shares
    Change vs previous 13F +19,487 shares

    0.26% of the 13F portfolio, value $7,886,312.

    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 260,666 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,850,301.

    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).