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Disclosery

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV: SCHG position timeline

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

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV held 53,696 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 53,696 shares
    Change vs previous 13F +6,590 shares

    0.46% of the 13F portfolio, value $1,817,073.

    13F-HR 0001004140-26-000005 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 47,106 shares
    Change vs previous 13F -458 shares

    0.39% of the 13F portfolio, value $1,372,198.

    13F-HR 0001004140-26-000003 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 47,564 shares
    Change vs previous 13F +3,535 shares

    0.42% of the 13F portfolio, value $1,551,538.

    13F-HR 0001004140-26-000001 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 44,029 shares
    Change vs previous 13F +6,411 shares

    0.41% of the 13F portfolio, value $1,404,965.

    13F-HR 0001004140-25-000008 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 37,618 shares
    Change vs previous 13F +536 shares

    0.35% of the 13F portfolio, value $1,098,822.

    13F-HR 0001004140-25-000006 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 37,082 shares
    Change vs previous 13F +15,810 shares

    0.34% of the 13F portfolio, value $928,533.

    13F-HR 0001004140-25-000003 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 21,272 shares
    Change vs previous 13F +15,861 shares

    0.2% of the 13F portfolio, value $592,851.

    13F-HR 0001004140-25-000001 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 5,411 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $563,718.

    13F-HR 0001004140-24-000006 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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