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COLUMBIA ADVISORY PARTNERS LLC: SCHG position timeline

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

COLUMBIA ADVISORY PARTNERS LLC held 37,110 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,110 shares
    Change vs previous 13F +4,471 shares

    0.69% of the 13F portfolio, value $1,255,796.

    13F-HR 0001808179-26-000005 filed by COLUMBIA ADVISORY PARTNERS 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 32,639 shares
    Change vs previous 13F +15,304 shares

    0.61% of the 13F portfolio, value $950,773.

    13F-HR 0001808179-26-000004 filed by COLUMBIA ADVISORY PARTNERS 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 17,335 shares
    Change vs previous 13F -1,495 shares

    0.39% of the 13F portfolio, value $565,474.

    13F-HR 0001808179-26-000001 filed by COLUMBIA ADVISORY PARTNERS 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 18,830 shares
    Change vs previous 13F -11,619 shares

    0.42% of the 13F portfolio, value $600,852.

    13F-HR 0001808179-25-000008 filed by COLUMBIA ADVISORY PARTNERS 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 30,449 shares
    Change vs previous 13F -29,653 shares

    0.67% of the 13F portfolio, value $889,414.

    13F-HR 0001808179-25-000005 filed by COLUMBIA ADVISORY PARTNERS 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 60,102 shares
    Change vs previous 13F +18,241 shares

    1.3% of the 13F portfolio, value $1,504,961.

    13F-HR 0001808179-25-000004 filed by COLUMBIA ADVISORY PARTNERS 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 41,861 shares
    Change vs previous 13F -182 shares

    1.09% of the 13F portfolio, value $1,166,654.

    13F-HR 0001808179-25-000002 filed by COLUMBIA ADVISORY PARTNERS 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 42,043 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $4,379,996.

    13F-HR 0001808179-24-000006 filed by COLUMBIA ADVISORY PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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