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Disclosery

KG Capital Management: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KG Capital Management on SCHD, newest first. How the timeline and the estimate are built.

KG Capital Management held 63,845 SCHD 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 63,845 shares
    Change vs previous 13F +13,667 shares

    1.2% of the 13F portfolio, value $2,024,513.

    13F-HR 0001771687-26-000006 filed by KG Capital Management
    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 50,178 shares
    Change vs previous 13F +8,695 shares

    1.1% of the 13F portfolio, value $1,539,462.

    13F-HR 0001771687-26-000004 filed by KG Capital Management
    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 41,483 shares
    Change vs previous 13F +3,913 shares

    0.29% of the 13F portfolio, value $1,137,885.

    13F-HR 0001771687-26-000001 filed by KG Capital Management
    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 37,570 shares
    Change vs previous 13F +18,683 shares

    0.28% of the 13F portfolio, value $1,025,648.

    13F-HR 0001771687-25-000002 filed by KG Capital Management
    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 18,887 shares
    Change vs previous 13F +7,376 shares

    0.15% of the 13F portfolio, value $500,513.

    13F-HR 0001085146-25-003909 filed by KG Capital Management
    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 11,511 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $321,848.

    13F-HR 0001085146-25-002294 filed by KG Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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