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Northern Capital Management, Inc.: SCHG position timeline

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

Northern Capital Management, Inc. held 1,779,876 SCHG shares at 2026-06-30 per its 13F-HR/A filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,779,876 shares
    Change vs previous 13F +18,752 shares

    25.68% of the 13F portfolio, value $60,231,029.

    13F-HR/A 0001581794-26-000011 filed by Northern Capital Management, Inc.
    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 1,761,124 shares
    Change vs previous 13F +17,751 shares

    25.72% of the 13F portfolio, value $51,301,551.

    13F-HR 0001581794-26-000004 filed by Northern Capital Management, Inc.
    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 1,743,373 shares
    Change vs previous 13F -38,455 shares

    30.05% of the 13F portfolio, value $56,868,841.

    13F-HR 0001581794-26-000002 filed by Northern Capital Management, Inc.
    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 1,781,828 shares
    Change vs previous 13F -24,833 shares

    30.85% of the 13F portfolio, value $56,858,123.

    13F-HR 0001581794-25-000015 filed by Northern Capital Management, Inc.
    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 1,806,661 shares
    Change vs previous 13F -32,637 shares

    31.04% of the 13F portfolio, value $52,772,563.

    13F-HR 0001581794-25-000010 filed by Northern Capital Management, Inc.
    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 1,839,298 shares
    Change vs previous 13F -74,670 shares

    30.03% of the 13F portfolio, value $46,056,018.

    13F-HR 0001581794-25-000008 filed by Northern Capital Management, Inc.
    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 1,913,968 shares
    Change vs previous 13F +1,430,433 shares

    32.71% of the 13F portfolio, value $53,342,291.

    13F-HR 0001581794-25-000002 filed by Northern Capital Management, Inc.
    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 483,535 shares
    Change vs previous 13F not available

    31.83% of the 13F portfolio, value $50,374,654.

    13F-HR 0001581794-24-000011 filed by Northern Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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