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Carnegie Investment Counsel: SCHF position timeline

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

Carnegie Investment Counsel held 175,241 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,241 shares
    Change vs previous 13F -2,524 shares

    0.1% of the 13F portfolio, value $4,854,184.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 177,765 shares
    Change vs previous 13F -36 shares

    0.09% of the 13F portfolio, value $4,399,675.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 177,801 shares
    Change vs previous 13F +142,502 shares

    0.08% of the 13F portfolio, value $4,274,328.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 35,299 shares
    Change vs previous 13F +185 shares

    0.02% of the 13F portfolio, value $821,761.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 35,114 shares
    Change vs previous 13F +3,972 shares

    0.02% of the 13F portfolio, value $776,019.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 31,142 shares
    Change vs previous 13F -3,916 shares

    0.01% of the 13F portfolio, value $559,389.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    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 35,058 shares
    Change vs previous 13F +17,274 shares

    0.02% of the 13F portfolio, value $648,573.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    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 17,784 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $731,278.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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