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Disclosery

Keel Point, LLC: SCHG position timeline

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

Keel Point, LLC held 49,592 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,592 shares
    Change vs previous 13F +5,919 shares

    0.1% of the 13F portfolio, value $1,678,192.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 43,673 shares
    Change vs previous 13F -721 shares

    0.09% of the 13F portfolio, value $1,272,193.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 44,394 shares
    Change vs previous 13F -2,042 shares

    0.09% of the 13F portfolio, value $1,448,130.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 46,436 shares
    Change vs previous 13F -1,985 shares

    0.09% of the 13F portfolio, value $1,481,771.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 48,421 shares
    Change vs previous 13F +11 shares

    0.09% of the 13F portfolio, value $1,414,364.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 48,410 shares
    Change vs previous 13F +7 shares

    0.09% of the 13F portfolio, value $1,212,175.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 48,403 shares
    Change vs previous 13F +35,843 shares

    0.11% of the 13F portfolio, value $1,348,979.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 12,560 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,308,473.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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