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Disclosery

Carlson Capital Management: SCHO position timeline

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

Carlson Capital Management held 0 SCHO 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 0 shares
    Change vs previous 13F -4,817 shares

    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).

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

  2. period ended2024-09-30
    13F 4,817 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $235,937.

    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 4,817 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $231,842.

    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 4,820 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $232,372.

    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 4,829 shares
    Change vs previous 13F -555 shares

    0.01% of the 13F portfolio, value $233,965.

    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 5,384 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $257,844.

    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).