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Disclosery

Claro Advisors Inc.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Claro Advisors Inc. on SCHG, newest first. How the timeline and the estimate are built.

Claro Advisors Inc. held 226,006 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 226,006 shares
    Change vs previous 13F +4,912 shares

    0.8% of the 13F portfolio, value $7,648,032.

    13F-HR 0001951757-26-001082 filed by Claro Advisors Inc.
    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 221,094 shares
    Change vs previous 13F +189 shares

    0.78% of the 13F portfolio, value $6,440,462.

    13F-HR 0001951757-26-000657 filed by Claro Advisors Inc.
    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 220,905 shares
    Change vs previous 13F -16,174 shares

    0.98% of the 13F portfolio, value $7,205,936.

    13F-HR 0001951757-26-000472 filed by Claro Advisors Inc.
    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 237,079 shares
    Change vs previous 13F +5,251 shares

    1.1% of the 13F portfolio, value $7,565,191.

    13F-HR 0001951757-25-001396 filed by Claro Advisors Inc.
    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 231,828 shares
    Change vs previous 13F -100,029 shares

    1.12% of the 13F portfolio, value $6,771,693.

    13F-HR 0001951757-25-001033 filed by Claro Advisors Inc.
    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 331,857 shares
    Change vs previous 13F +7,331 shares

    1.11% of the 13F portfolio, value $8,309,708.

    13F-HR 0001951757-25-000537 filed by Claro Advisors Inc.
    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 324,526 shares
    Change vs previous 13F +215,071 shares

    1.22% of the 13F portfolio, value $9,044,536.

    13F-HR 0001951757-25-000003 filed by Claro Advisors Inc.
    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/A 109,455 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $11,403,048.

    13F-HR/A 0001951757-24-001183 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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