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STEVENS CAPITAL PARTNERS: SCHG position timeline

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

STEVENS CAPITAL PARTNERS held 54,503 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,503 shares
    Change vs previous 13F -919 shares

    0.35% of the 13F portfolio, value $1,844,366.

    13F-HR 0001965176-26-000003 filed by STEVENS CAPITAL PARTNERS
    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 55,422 shares
    Change vs previous 13F -2,076 shares

    0.39% of the 13F portfolio, value $1,614,454.

    13F-HR 0001965176-26-000002 filed by STEVENS CAPITAL PARTNERS
    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 57,498 shares
    Change vs previous 13F -1,543 shares

    0.49% of the 13F portfolio, value $1,875,597.

    13F-HR 0001965176-26-000001 filed by STEVENS CAPITAL PARTNERS
    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 59,041 shares
    Change vs previous 13F +3,692 shares

    0.56% of the 13F portfolio, value $1,884,001.

    13F-HR 0001965176-25-000002 filed by STEVENS CAPITAL PARTNERS
    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 55,349 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,672,635.

    13F-HR 0001085146-25-004965 filed by STEVENS CAPITAL PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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