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Chicago Partners Investment Group LLC: SCHV position timeline

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

Chicago Partners Investment Group LLC held 56,675 SCHV 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 56,675 shares
    Change vs previous 13F +12,441 shares

    0.04% of the 13F portfolio, value $1,939,411.

    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 44,234 shares
    Change vs previous 13F +390 shares

    0.03% of the 13F portfolio, value $1,412,385.

    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 43,844 shares
    Change vs previous 13F +11,299 shares

    0.03% of the 13F portfolio, value $1,349,521.

    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 32,545 shares
    Change vs previous 13F +4,645 shares

    0.02% of the 13F portfolio, value $951,295.

    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 27,900 shares
    Change vs previous 13F +9,718 shares

    0.02% of the 13F portfolio, value $792,351.

    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 18,182 shares
    Change vs previous 13F +544 shares

    0.02% of the 13F portfolio, value $474,017.

    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 17,638 shares
    Change vs previous 13F +791 shares

    0.02% of the 13F portfolio, value $460,869.

    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 16,847 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $454,354.

    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).