Annapolis Financial Services, LLC: SCHP position timeline

Annapolis Financial Services, LLC held 200,291 SCHP shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 200,291 shares

   Change vs previous 13F +11,088 shares

   3.18% of the 13F portfolio, value $10,741,607.

   13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

2. period ended2024-06-30

   13F 189,203 shares

   Change vs previous 13F +12,293 shares

   3.19% of the 13F portfolio, value $9,840,449.

   13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
   Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F 176,910 shares

   Change vs previous 13F -28,846 shares

   3.04% of the 13F portfolio, value $9,227,626.

   13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
   Filed 2024-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-12-31

   13F 205,756 shares

   Change vs previous 13F +80,465 shares

   2.69% of the 13F portfolio, value $10,740,441.

   13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
   Filed 2024-02-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

5. period ended2023-09-30

   13F 125,291 shares

   Change vs previous 13F -6,719 shares

   1.83% of the 13F portfolio, value $6,325,919.

   13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
   Filed 2023-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

6. period ended2023-06-30

   13F 132,010 shares

   Change vs previous 13F +18,078 shares

   1.97% of the 13F portfolio, value $6,921,270.

   13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
   Filed 2023-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

7. period ended2023-03-31

   13F 113,932 shares

   Change vs previous 13F +43,578 shares

   1.85% of the 13F portfolio, value $6,107,915.

   13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
   Filed 2023-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

8. period ended2022-12-31

   13F 70,354 shares

   Change vs previous 13F not available

   1.18% of the 13F portfolio, value $3,643,653.

   13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
   Filed 2023-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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