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Disclosery

Chesapeake Wealth Management: SCHB position timeline

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

Chesapeake Wealth Management held 192,369 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,369 shares
    Change vs previous 13F +393 shares

    1.56% of the 13F portfolio, value $5,571,006.

    13F-HR 0001730383-26-000003 filed by Chesapeake Wealth Management
    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 191,976 shares
    Change vs previous 13F -2,206 shares

    1.48% of the 13F portfolio, value $4,818,597.

    13F-HR 0001730383-26-000002 filed by Chesapeake Wealth Management
    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 194,182 shares
    Change vs previous 13F -1,166 shares

    1.52% of the 13F portfolio, value $5,093,393.

    13F-HR 0001730383-26-000001 filed by Chesapeake Wealth Management
    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 195,348 shares
    Change vs previous 13F -7,339 shares

    1.53% of the 13F portfolio, value $5,022,397.

    13F-HR 0001730383-25-000006 filed by Chesapeake Wealth Management
    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 202,687 shares
    Change vs previous 13F -5,390 shares

    1.61% of the 13F portfolio, value $4,830,031.

    13F-HR 0001730383-25-000003 filed by Chesapeake Wealth Management
    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 208,077 shares
    Change vs previous 13F +936 shares

    1.6% of the 13F portfolio, value $4,479,897.

    13F-HR 0001730383-25-000002 filed by Chesapeake Wealth Management
    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 207,141 shares
    Change vs previous 13F +138,532 shares

    1.61% of the 13F portfolio, value $4,702,100.

    13F-HR 0001730383-25-000001 filed by Chesapeake Wealth Management
    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 68,609 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $4,563,870.

    13F-HR 0001730383-24-000004 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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