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Disclosery

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WOOSTER CORTHELL WEALTH MANAGEMENT, INC. on SCHA, newest first. How the timeline and the estimate are built.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 25,426 SCHA shares at 2025-06-30 per its 13F-HR filed 2025-07-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 25,426 shares
    Change vs previous 13F -999 shares

    0.12% of the 13F portfolio, value $643,278.

    13F-HR 0001085146-25-003789 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 26,425 shares
    Change vs previous 13F -1,921 shares

    0.13% of the 13F portfolio, value $619,138.

    13F-HR 0001085146-25-002750 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 28,346 shares
    Change vs previous 13F +13,022 shares

    0.16% of the 13F portfolio, value $733,028.

    13F-HR 0001085146-25-000265 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 15,324 shares
    Change vs previous 13F -4,902 shares

    0.17% of the 13F portfolio, value $789,186.

    13F-HR 0001085146-24-005037 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 20,226 shares
    Change vs previous 13F -145 shares

    0.22% of the 13F portfolio, value $959,724.

    13F-HR 0001085146-24-003217 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 20,371 shares
    Change vs previous 13F -493 shares

    0.23% of the 13F portfolio, value $1,003,069.

    13F-HR 0001085146-24-002107 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 20,864 shares
    Change vs previous 13F -120 shares

    0.24% of the 13F portfolio, value $985,615.

    13F-HR 0001085146-24-000280 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 20,984 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $869,157.

    13F-HR 0001085146-23-003972 filed by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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