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Coastwise Capital Group, LLC: SCHF position timeline

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

Coastwise Capital Group, LLC held 65,298 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,298 shares
    Change vs previous 13F +9,593 shares

    1.05% of the 13F portfolio, value $1,808,746.

    13F-HR 0001934500-26-000007 filed by Coastwise Capital 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 55,705 shares
    Change vs previous 13F +957 shares

    0.77% of the 13F portfolio, value $1,378,708.

    13F-HR 0001934500-26-000006 filed by Coastwise Capital 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 54,748 shares
    Change vs previous 13F +1,829 shares

    0.66% of the 13F portfolio, value $1,316,151.

    13F-HR 0001934500-26-000005 filed by Coastwise Capital 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 52,919 shares
    Change vs previous 13F +19,040 shares

    0.87% of the 13F portfolio, value $1,231,963.

    13F-HR 0001934500-25-000011 filed by Coastwise Capital 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 33,879 shares
    Change vs previous 13F -57 shares

    0.6% of the 13F portfolio, value $748,725.

    13F-HR 0001934500-25-000006 filed by Coastwise Capital 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 33,936 shares
    Change vs previous 13F -678 shares

    0.56% of the 13F portfolio, value $671,245.

    13F-HR 0001934500-25-000004 filed by Coastwise Capital 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 34,614 shares
    Change vs previous 13F +18,192 shares

    0.51% of the 13F portfolio, value $640,358.

    13F-HR 0001962780-25-000001 filed by Coastwise Capital 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 16,422 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $675,273.

    13F-HR 0001934500-24-000012 filed by Coastwise Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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