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Disclosery

OPTIMA CAPITAL LLC: SCHG position timeline

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

OPTIMA CAPITAL LLC held 15,718 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,718 shares
    Change vs previous 13F -11,101 shares

    0.21% of the 13F portfolio, value $531,901.

    13F-HR 0002070972-26-000003 filed by OPTIMA 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 26,819 shares
    Change vs previous 13F +5,009 shares

    0.36% of the 13F portfolio, value $781,252.

    13F-HR 0002070972-26-000002 filed by OPTIMA 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 21,810 shares
    Change vs previous 13F -149,744 shares

    0.31% of the 13F portfolio, value $711,450.

    13F-HR 0002070972-26-000001 filed by OPTIMA 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 171,554 shares
    Change vs previous 13F +67,369 shares

    2.66% of the 13F portfolio, value $5,474,288.

    13F-HR 0002070972-25-000006 filed by OPTIMA 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 104,185 shares
    Change vs previous 13F +95,171 shares

    1.64% of the 13F portfolio, value $3,043,246.

    13F-HR 0002070972-25-000004 filed by OPTIMA 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 9,014 shares
    Change vs previous 13F -116,856 shares

    0.14% of the 13F portfolio, value $225,702.

    13F-HR 0002070972-25-000003 filed by OPTIMA 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 125,870 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $3,507,987.

    13F-HR 0002070972-25-000002 filed by OPTIMA CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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