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Blake Schutter Theil Wealth Advisors, LLC: SCHK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blake Schutter Theil Wealth Advisors, LLC on SCHK, newest first. How the timeline and the estimate are built.

Blake Schutter Theil Wealth Advisors, LLC held 190,089 SCHK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,089 shares
    Change vs previous 13F 0 shares

    4.64% of the 13F portfolio, value $6,854,609.

    13F-HR 0002042011-26-000003 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 190,089 shares
    Change vs previous 13F -60,050 shares

    4.85% of the 13F portfolio, value $5,955,488.

    13F-HR 0002042011-26-000002 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 250,139 shares
    Change vs previous 13F -20,385 shares

    6.75% of the 13F portfolio, value $8,204,559.

    13F-HR 0002042011-26-000001 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 270,524 shares
    Change vs previous 13F -60,006 shares

    8.59% of the 13F portfolio, value $8,689,231.

    13F-HR 0002042011-25-000006 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 330,530 shares
    Change vs previous 13F -26,595 shares

    11.18% of the 13F portfolio, value $9,856,405.

    13F-HR 0002042011-25-000004 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 357,125 shares
    Change vs previous 13F -264,109 shares

    10.92% of the 13F portfolio, value $9,613,805.

    13F-HR 0002042011-25-000002 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 621,234 shares
    Change vs previous 13F +310,617 shares

    18.57% of the 13F portfolio, value $17,587,135.

    13F-HR 0002042011-25-000001 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 310,617 shares
    Change vs previous 13F not available

    12.34% of the 13F portfolio, value $17,174,014.

    13F-HR 0002042011-24-000001 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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