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WOOSTER CORTHELL WEALTH MANAGEMENT, INC.: SCHF position timeline

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

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 2,011,239 SCHF 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 2,011,239 shares
    Change vs previous 13F -73,231 shares

    8.23% of the 13F portfolio, value $44,448,387.

    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 2,084,470 shares
    Change vs previous 13F -64,188 shares

    8.44% of the 13F portfolio, value $41,230,817.

    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 2,148,658 shares
    Change vs previous 13F +1,126,194 shares

    8.65% of the 13F portfolio, value $39,750,169.

    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 1,022,464 shares
    Change vs previous 13F +19,262 shares

    8.97% of the 13F portfolio, value $42,043,707.

    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 1,003,202 shares
    Change vs previous 13F +626 shares

    8.72% of the 13F portfolio, value $38,543,018.

    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 1,002,576 shares
    Change vs previous 13F +10,264 shares

    8.95% of the 13F portfolio, value $39,120,528.

    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 992,312 shares
    Change vs previous 13F +3,931 shares

    8.83% of the 13F portfolio, value $36,675,863.

    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 988,381 shares
    Change vs previous 13F not available

    8.87% of the 13F portfolio, value $33,565,421.

    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).