Colorado Capital Management, Inc.: SCHG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colorado Capital Management, Inc. on SCHG, newest first. How the timeline and the estimate are built.
Colorado Capital Management, Inc. held 32,658 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-08.
the latest 13F is the newest step
- period ended2026-06-3013F 32,658 sharesChange vs previous 13F +33 shares
0.38% of the 13F portfolio, value $1,105,000.
13F-HR 0001664147-26-000003 filed by Colorado Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 32,625 sharesChange vs previous 13F -4,706 shares
0.35% of the 13F portfolio, value $950,000.
13F-HR 0001664147-26-000002 filed by Colorado Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 37,331 sharesChange vs previous 13F +32 shares
0.46% of the 13F portfolio, value $1,218,000.
13F-HR 0001664147-26-000001 filed by Colorado Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 37,299 sharesChange vs previous 13F +81 shares
0.46% of the 13F portfolio, value $1,190,000.
13F-HR 0001664147-25-000009 filed by Colorado Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 37,218 sharesChange vs previous 13F +4,748 shares
0.47% of the 13F portfolio, value $1,087,000.
13F-HR 0001664147-25-000004 filed by Colorado Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,470 sharesChange vs previous 13F +36 shares
0.38% of the 13F portfolio, value $813,000.
13F-HR 0001664147-25-000003 filed by Colorado Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,434 sharesChange vs previous 13F +23,480 shares
0.44% of the 13F portfolio, value $904,000.
13F-HR 0001664147-25-000001 filed by Colorado Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,954 sharesChange vs previous 13F not available
0.46% of the 13F portfolio, value $933,000.
13F-HR 0001664147-24-000006 filed by Colorado Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).