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Chicago Partners Investment Group LLC: SCHX position timeline

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

Chicago Partners Investment Group LLC held 1,926,721 SCHX 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 1,926,721 shares
    Change vs previous 13F +91,714 shares

    1.12% of the 13F portfolio, value $56,048,306.

    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 1,835,007 shares
    Change vs previous 13F +99,761 shares

    1.15% of the 13F portfolio, value $51,453,594.

    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 1,735,246 shares
    Change vs previous 13F +104,479 shares

    1.16% of the 13F portfolio, value $47,233,388.

    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 1,630,767 shares
    Change vs previous 13F +123,754 shares

    1.16% of the 13F portfolio, value $44,307,941.

    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 1,507,013 shares
    Change vs previous 13F +40,363 shares

    1.09% of the 13F portfolio, value $37,856,178.

    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 1,466,650 shares
    Change vs previous 13F +80,994 shares

    1.08% of the 13F portfolio, value $32,544,966.

    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 1,385,656 shares
    Change vs previous 13F +54,975 shares

    1.08% of the 13F portfolio, value $32,368,921.

    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 1,330,681 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $30,352,836.

    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).