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Benchmark Wealth Management, LLC: SCHP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Benchmark Wealth Management, LLC on SCHP, newest first. How the timeline and the estimate are built.

Benchmark Wealth Management, LLC held 28,539 SCHP shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 28,539 shares
    Change vs previous 13F -1,312 shares

    0.34% of the 13F portfolio, value $761,433.

    13F-HR 0001788241-25-000004 filed by Benchmark Wealth Management, LLC
    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 29,851 shares
    Change vs previous 13F -1,269 shares

    0.39% of the 13F portfolio, value $802,703.

    13F-HR 0001788241-25-000003 filed by Benchmark Wealth Management, LLC
    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 31,120 shares
    Change vs previous 13F +15,398 shares

    0.4% of the 13F portfolio, value $803,833.

    13F-HR 0001788241-25-000002 filed by Benchmark Wealth Management, LLC
    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 15,722 shares
    Change vs previous 13F -2,461 shares

    0.42% of the 13F portfolio, value $843,173.

    13F-HR 0001788241-24-000007 filed by Benchmark Wealth Management, LLC
    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 18,183 shares
    Change vs previous 13F -17 shares

    0.5% of the 13F portfolio, value $945,685.

    13F-HR 0001788241-24-000006 filed by Benchmark Wealth Management, LLC
    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 18,200 shares
    Change vs previous 13F -8,598 shares

    0.52% of the 13F portfolio, value $949,324.

    13F-HR 0001788241-24-000003 filed by Benchmark Wealth Management, LLC
    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 26,798 shares
    Change vs previous 13F -9,528 shares

    0.83% of the 13F portfolio, value $1,398,859.

    13F-HR 0001788241-24-000001 filed by Benchmark Wealth Management, LLC
    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 36,326 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,834,092.

    13F-HR 0001788241-23-000005 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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