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Disclosery

Campbell Wealth Management: SCHI position timeline

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

Campbell Wealth Management held 5,681,777 SCHI shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 5,681,777 shares
    Change vs previous 13F +3,468,198 shares

    11.29% of the 13F portfolio, value $125,397,000.

    13F-HR 0001736648-25-000001 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 2,213,579 shares
    Change vs previous 13F +2,213,579 shares

    9.1% of the 13F portfolio, value $102,179,000.

    13F-HR 0001736648-24-000005 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -2,083,651 shares

    13F-HR 0001736648-24-000003 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-03-31
    13F 2,083,651 shares
    Change vs previous 13F +1,772,793 shares

    9.21% of the 13F portfolio, value $92,702,000.

    13F-HR 0001736648-24-000002 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 310,858 shares
    Change vs previous 13F +5,003 shares

    1.66% of the 13F portfolio, value $13,970,000.

    13F-HR 0001736648-24-000001 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 305,855 shares
    Change vs previous 13F -4,416 shares

    1.57% of the 13F portfolio, value $12,907,000.

    13F-HR 0001736648-23-000005 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F/A 310,271 shares
    Change vs previous 13F +12,692 shares

    1.76% of the 13F portfolio, value $13,667,000.

    13F-HR/A 0001736648-23-000004 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 297,579 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $13,285,000.

    13F-HR 0001736648-23-000002 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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