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Coastwise Capital Group, LLC: SCHV position timeline

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

Coastwise Capital Group, LLC held 158,886 SCHV 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 158,886 shares
    Change vs previous 13F -1,687 shares

    3.22% of the 13F portfolio, value $5,530,807.

    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 160,573 shares
    Change vs previous 13F +2,557 shares

    2.72% of the 13F portfolio, value $4,897,483.

    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 158,016 shares
    Change vs previous 13F +2,656 shares

    2.34% of the 13F portfolio, value $4,678,856.

    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 155,360 shares
    Change vs previous 13F +5,431 shares

    3.18% of the 13F portfolio, value $4,522,524.

    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 149,929 shares
    Change vs previous 13F +26,186 shares

    3.3% of the 13F portfolio, value $4,148,534.

    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 123,743 shares
    Change vs previous 13F +2,976 shares

    2.77% of the 13F portfolio, value $3,289,077.

    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 120,767 shares
    Change vs previous 13F +79,662 shares

    2.52% of the 13F portfolio, value $3,148,394.

    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 41,105 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $3,303,637.

    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).