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Two West Capital Advisors LLC: SCHG position timeline

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

Two West Capital Advisors LLC held 47,372 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,372 shares
    Change vs previous 13F +1,063 shares

    0.8% of the 13F portfolio, value $1,617,769.

    13F-HR 0002026617-26-000009 filed by Two West Capital Advisors 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 46,309 shares
    Change vs previous 13F -4,680 shares

    0.8% of the 13F portfolio, value $1,514,317.

    13F-HR 0002026617-26-000005 filed by Two West Capital Advisors 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 50,989 shares
    Change vs previous 13F +3,987 shares

    0.97% of the 13F portfolio, value $1,663,270.

    13F-HR 0002026617-26-000003 filed by Two West Capital Advisors 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 47,002 shares
    Change vs previous 13F +4,697 shares

    0.93% of the 13F portfolio, value $1,536,480.

    13F-HR 0002026617-25-000003 filed by Two West Capital Advisors 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 42,305 shares
    Change vs previous 13F +3,027 shares

    0.84% of the 13F portfolio, value $1,278,033.

    13F-HR 0001085146-25-004230 filed by Two West Capital Advisors 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 39,278 shares
    Change vs previous 13F +8,399 shares

    0.8% of the 13F portfolio, value $956,814.

    13F-HR 0001085146-25-002118 filed by Two West Capital Advisors 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 30,879 shares
    Change vs previous 13F +22,783 shares

    0.74% of the 13F portfolio, value $860,605.

    13F-HR 0001085146-25-000404 filed by Two West Capital Advisors LLC
    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 8,096 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $843,403.

    13F-HR 0001085146-24-004871 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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