GILL CAPITAL PARTNERS, LLC: SCHG position timeline

GILL CAPITAL PARTNERS, LLC held 431,700 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 431,700 shares

   Change vs previous 13F +6,254 shares

   4.24% of the 13F portfolio, value $15,510,969.

   13F-HR 0000729563-26-000006 filed by GILL CAPITAL PARTNERS, LLC
   Accepted 2026-10-13 13:40:12 UTC, ingested 2026-10-13 13:41:13 UTC

2. period ended2026-06-30

   13F 425,446 shares

   Change vs previous 13F -33,261 shares

   3.81% of the 13F portfolio, value $14,397,098.

   13F-HR 0000729563-26-000004 filed by GILL CAPITAL PARTNERS, LLC
   Filed 2026-08-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 458,707 shares

   Change vs previous 13F -463 shares

   3.84% of the 13F portfolio, value $13,362,139.

   13F-HR 0000729563-26-000003 filed by GILL CAPITAL PARTNERS, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 459,170 shares

   Change vs previous 13F -34,012 shares

   4.54% of the 13F portfolio, value $14,978,141.

   13F-HR 0000729563-26-000001 filed by GILL CAPITAL PARTNERS, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 493,182 shares

   Change vs previous 13F -30,763 shares

   4.81% of the 13F portfolio, value $15,737,449.

   13F-HR 0000729563-25-000009 filed by GILL CAPITAL PARTNERS, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 523,945 shares

   Change vs previous 13F -6,807 shares

   4.92% of the 13F portfolio, value $15,304,439.

   13F-HR 0000729563-25-000008 filed by GILL CAPITAL PARTNERS, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 530,752 shares

   Change vs previous 13F -28,603 shares

   4.6% of the 13F portfolio, value $13,290,019.

   13F-HR 0000729563-25-000007 filed by GILL CAPITAL PARTNERS, LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 559,355 shares

   Change vs previous 13F not available

   5.59% of the 13F portfolio, value $15,589,220.

   13F-HR 0000729563-25-000001 filed by GILL CAPITAL PARTNERS, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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