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Disclosery

Carlson Capital Management: SCHF position timeline

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

Carlson Capital Management held 20,809 SCHF shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 20,809 shares
    Change vs previous 13F +9,839 shares

    0.02% of the 13F portfolio, value $384,973.

    13F-HR 0001581298-25-000001 filed by Carlson Capital 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 10,970 shares
    Change vs previous 13F -1,926 shares

    0.02% of the 13F portfolio, value $451,098.

    13F-HR 0001581298-24-000005 filed by Carlson Capital 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 12,896 shares
    Change vs previous 13F -5,685 shares

    0.02% of the 13F portfolio, value $495,468.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 18,581 shares
    Change vs previous 13F -125,122 shares

    0.03% of the 13F portfolio, value $725,020.

    13F-HR 0001581298-24-000002 filed by Carlson Capital 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 143,703 shares
    Change vs previous 13F +8,775 shares

    0.27% of the 13F portfolio, value $5,311,278.

    13F-HR 0001581298-24-000001 filed by Carlson Capital 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 134,928 shares
    Change vs previous 13F +5,520 shares

    0.27% of the 13F portfolio, value $4,582,161.

    13F-HR 0001581298-23-000004 filed by Carlson Capital 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 129,408 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,613,386.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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