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Disclosery

CVA Family Office, LLC: SCHG position timeline

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

CVA Family Office, LLC held 439,964 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 439,964 shares
    Change vs previous 13F +6,476 shares

    1.35% of the 13F portfolio, value $14,888,385.

    13F-HR 0001802084-26-000003 filed by CVA Family Office, 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 433,488 shares
    Change vs previous 13F +30,481 shares

    1.33% of the 13F portfolio, value $12,627,495.

    13F-HR 0001802084-26-000002 filed by CVA Family Office, 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 403,007 shares
    Change vs previous 13F +169,224 shares

    1.51% of the 13F portfolio, value $13,146,077.

    13F-HR 0001802084-26-000001 filed by CVA Family Office, 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 233,783 shares
    Change vs previous 13F +67,117 shares

    0.96% of the 13F portfolio, value $7,460,018.

    13F-HR 0001802084-25-000007 filed by CVA Family Office, 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 166,666 shares
    Change vs previous 13F +13,633 shares

    0.68% of the 13F portfolio, value $4,868,313.

    13F-HR 0001802084-25-000004 filed by CVA Family Office, 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 153,033 shares
    Change vs previous 13F +40,129 shares

    0.59% of the 13F portfolio, value $3,831,937.

    13F-HR 0001802084-25-000003 filed by CVA Family Office, 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 112,904 shares
    Change vs previous 13F +84,811 shares

    0.5% of the 13F portfolio, value $3,146,628.

    13F-HR 0001802084-25-000001 filed by CVA Family Office, 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 28,093 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,926,729.

    13F-HR 0001802084-24-000005 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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