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Clear Point Advisors Inc.: SCHG position timeline

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

Clear Point Advisors Inc. held 362,906 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 362,906 shares
    Change vs previous 13F -1,659 shares

    10.88% of the 13F portfolio, value $12,280,744.

    13F-HR 0001754960-26-000665 filed by Clear Point 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 364,565 shares
    Change vs previous 13F -599 shares

    8.28% of the 13F portfolio, value $10,619,778.

    13F-HR 0001754960-26-000345 filed by Clear Point 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 365,164 shares
    Change vs previous 13F -18,010 shares

    9.25% of the 13F portfolio, value $11,911,655.

    13F-HR 0001754960-26-000165 filed by Clear Point 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 383,174 shares
    Change vs previous 13F -2,411 shares

    9.5% of the 13F portfolio, value $12,227,086.

    13F-HR 0001754960-25-000714 filed by Clear Point 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 385,585 shares
    Change vs previous 13F -7,242 shares

    9.49% of the 13F portfolio, value $11,262,940.

    13F-HR 0001754960-25-000415 filed by Clear Point 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 392,827 shares
    Change vs previous 13F -21,712 shares

    8.84% of the 13F portfolio, value $9,836,379.

    13F-HR 0001754960-25-000225 filed by Clear Point 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 414,539 shares
    Change vs previous 13F +310,916 shares

    9.88% of the 13F portfolio, value $11,553,194.

    13F-HR 0001754960-25-000091 filed by Clear Point 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 103,623 shares
    Change vs previous 13F not available

    8.35% of the 13F portfolio, value $10,795,438.

    13F-HR 0002010474-24-000005 filed by Clear Point Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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