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Disclosery

Carnegie Investment Counsel: SCHO position timeline

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

Carnegie Investment Counsel held 102,496 SCHO 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 102,496 shares
    Change vs previous 13F +3,220 shares

    0.05% of the 13F portfolio, value $2,474,253.

    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 99,276 shares
    Change vs previous 13F +3,266 shares

    0.05% of the 13F portfolio, value $2,409,429.

    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 96,010 shares
    Change vs previous 13F +86,207 shares

    0.04% of the 13F portfolio, value $2,339,764.

    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 9,803 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $239,193.

    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 9,803 shares
    Change vs previous 13F -1,278 shares

    <0.01% of the 13F portfolio, value $238,997.

    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 11,081 shares
    Change vs previous 13F -974 shares

    0.01% of the 13F portfolio, value $269,601.

    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 12,055 shares
    Change vs previous 13F +4,619 shares

    0.01% of the 13F portfolio, value $290,043.

    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 7,436 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $364,215.

    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).