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Disclosery

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.: SCHP position timeline

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

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 339,148 SCHP 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 339,148 shares
    Change vs previous 13F -446,327 shares

    1.68% of the 13F portfolio, value $9,048,464.

    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 785,475 shares
    Change vs previous 13F -24,776 shares

    4.32% of the 13F portfolio, value $21,121,414.

    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 810,251 shares
    Change vs previous 13F +428,070 shares

    4.56% of the 13F portfolio, value $20,928,777.

    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 382,181 shares
    Change vs previous 13F -1,808 shares

    4.37% of the 13F portfolio, value $20,496,348.

    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 383,989 shares
    Change vs previous 13F +6,050 shares

    4.52% of the 13F portfolio, value $19,971,294.

    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 377,939 shares
    Change vs previous 13F +10,116 shares

    4.51% of the 13F portfolio, value $19,713,299.

    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 367,823 shares
    Change vs previous 13F -39,261 shares

    4.62% of the 13F portfolio, value $19,200,361.

    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 407,084 shares
    Change vs previous 13F not available

    5.43% of the 13F portfolio, value $20,553,671.

    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).