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Disclosery

Chesapeake Wealth Management: SCHF position timeline

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

Chesapeake Wealth Management held 408,074 SCHF 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 408,074 shares
    Change vs previous 13F +5,175 shares

    3.17% of the 13F portfolio, value $11,303,649.

    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 402,899 shares
    Change vs previous 13F +3,293 shares

    3.06% of the 13F portfolio, value $9,971,749.

    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 399,606 shares
    Change vs previous 13F +3,464 shares

    2.86% of the 13F portfolio, value $9,606,528.

    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 396,142 shares
    Change vs previous 13F +14,630 shares

    2.81% of the 13F portfolio, value $9,222,185.

    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 381,512 shares
    Change vs previous 13F +7,574 shares

    2.81% of the 13F portfolio, value $8,431,415.

    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 373,938 shares
    Change vs previous 13F -9,803 shares

    2.64% of the 13F portfolio, value $7,396,493.

    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 383,741 shares
    Change vs previous 13F +189,426 shares

    2.43% of the 13F portfolio, value $7,099,208.

    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 194,315 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $7,990,232.

    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).