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Disclosery

Waterloo Capital, L.P.: SCHG position timeline

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

Waterloo Capital, L.P. held 127,251 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,251 shares
    Change vs previous 13F +68,904 shares

    0.24% of the 13F portfolio, value $4,306,184.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 58,347 shares
    Change vs previous 13F -4,444 shares

    0.12% of the 13F portfolio, value $1,699,652.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 62,791 shares
    Change vs previous 13F -15,471 shares

    0.15% of the 13F portfolio, value $2,048,246.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 78,262 shares
    Change vs previous 13F -982 shares

    0.19% of the 13F portfolio, value $2,497,354.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 79,244 shares
    Change vs previous 13F -11,211 shares

    0.19% of the 13F portfolio, value $2,314,731.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 90,455 shares
    Change vs previous 13F +48,194 shares

    0.21% of the 13F portfolio, value $2,265,004.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 42,261 shares
    Change vs previous 13F +31,637 shares

    0.12% of the 13F portfolio, value $1,177,804.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 10,624 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,106,767.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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