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Disclosery

IEQ CAPITAL, LLC: SCHG position timeline

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

IEQ CAPITAL, LLC held 327,261 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 327,261 shares
    Change vs previous 13F +3,051 shares

    0.05% of the 13F portfolio, value $11,074,524.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 324,210 shares
    Change vs previous 13F +342 shares

    0.04% of the 13F portfolio, value $9,444,251.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 323,868 shares
    Change vs previous 13F +379 shares

    0.03% of the 13F portfolio, value $10,564,568.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 323,489 shares
    Change vs previous 13F -723 shares

    0.03% of the 13F portfolio, value $10,322,525.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 324,212 shares
    Change vs previous 13F -25,597 shares

    0.06% of the 13F portfolio, value $9,470,231.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 349,809 shares
    Change vs previous 13F +287,650 shares

    0.07% of the 13F portfolio, value $8,759,218.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 62,159 shares
    Change vs previous 13F +46,243 shares

    0.02% of the 13F portfolio, value $1,732,362.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 15,916 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,658,079.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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