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Disclosery

Chesapeake Wealth Management: SCHD position timeline

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

Chesapeake Wealth Management held 114,578 SCHD 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 114,578 shares
    Change vs previous 13F +4,741 shares

    1.02% of the 13F portfolio, value $3,633,268.

    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 109,837 shares
    Change vs previous 13F +7,399 shares

    1.03% of the 13F portfolio, value $3,369,799.

    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 102,438 shares
    Change vs previous 13F -2,859 shares

    0.84% of the 13F portfolio, value $2,809,874.

    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 105,297 shares
    Change vs previous 13F -2,314 shares

    0.88% of the 13F portfolio, value $2,874,608.

    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 107,611 shares
    Change vs previous 13F +2,590 shares

    0.95% of the 13F portfolio, value $2,851,691.

    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 105,021 shares
    Change vs previous 13F -1,425 shares

    1.05% of the 13F portfolio, value $2,936,387.

    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 106,446 shares
    Change vs previous 13F +71,324 shares

    1% of the 13F portfolio, value $2,908,104.

    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 35,122 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,968,862.

    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).