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Carlson Capital Management: SCHX position timeline

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

Carlson Capital Management held 31,392 SCHX 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 31,392 shares
    Change vs previous 13F +20,928 shares

    0.03% of the 13F portfolio, value $727,667.

    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 10,464 shares
    Change vs previous 13F -553 shares

    0.03% of the 13F portfolio, value $709,982.

    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 11,017 shares
    Change vs previous 13F -5,684 shares

    0.03% of the 13F portfolio, value $707,814.

    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 16,701 shares
    Change vs previous 13F -57,929 shares

    0.05% of the 13F portfolio, value $1,036,454.

    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 74,630 shares
    Change vs previous 13F +8,445 shares

    0.22% of the 13F portfolio, value $4,209,137.

    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 66,185 shares
    Change vs previous 13F +3,545 shares

    0.2% of the 13F portfolio, value $3,348,954.

    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 62,640 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,280,437.

    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).