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Disclosery

Coastwise Capital Group, LLC: SCHG position timeline

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

Coastwise Capital Group, LLC held 10,296 SCHG 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 10,296 shares
    Change vs previous 13F -1,590 shares

    0.2% of the 13F portfolio, value $348,409.

    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 11,886 shares
    Change vs previous 13F -275 shares

    0.19% of the 13F portfolio, value $346,246.

    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 12,161 shares
    Change vs previous 13F -13 shares

    0.2% of the 13F portfolio, value $396,694.

    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 12,174 shares
    Change vs previous 13F +11 shares

    0.27% of the 13F portfolio, value $388,477.

    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 12,163 shares
    Change vs previous 13F -42 shares

    0.28% of the 13F portfolio, value $355,275.

    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 12,205 shares
    Change vs previous 13F +4,044 shares

    0.26% of the 13F portfolio, value $305,603.

    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 8,161 shares
    Change vs previous 13F +6,094 shares

    0.18% of the 13F portfolio, value $227,455.

    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 2,067 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $215,359.

    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).