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Disclosery

Carnegie Investment Counsel: SCHP position timeline

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

Carnegie Investment Counsel held 623,683 SCHP 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 623,683 shares
    Change vs previous 13F -12,495 shares

    0.33% of the 13F portfolio, value $16,527,600.

    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 636,178 shares
    Change vs previous 13F +3,903 shares

    0.33% of the 13F portfolio, value $16,928,697.

    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 632,275 shares
    Change vs previous 13F +17,806 shares

    0.31% of the 13F portfolio, value $16,555,853.

    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 614,469 shares
    Change vs previous 13F +22,341 shares

    0.31% of the 13F portfolio, value $16,559,940.

    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 592,128 shares
    Change vs previous 13F +52,308 shares

    0.32% of the 13F portfolio, value $15,797,975.

    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 539,820 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $14,514,876.

    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).