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SUMMITPOINT CAPITAL MANAGEMENT: SCHG position timeline

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

SUMMITPOINT CAPITAL MANAGEMENT held 455,079 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 455,079 shares
    Change vs previous 13F +77,610 shares

    16.6% of the 13F portfolio, value $15,399,890.

    13F-HR 0001986152-26-000132 filed by SUMMITPOINT 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 377,469 shares
    Change vs previous 13F not available

    15.63% of the 13F portfolio, value $12,313,045.

    13F-HR 0001986152-26-000066 filed by SUMMITPOINT CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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