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Disclosery

Chesapeake Wealth Management: SCHG position timeline

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

Chesapeake Wealth Management held 185,701 SCHG 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 185,701 shares
    Change vs previous 13F +1,129 shares

    1.76% of the 13F portfolio, value $6,284,121.

    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 184,572 shares
    Change vs previous 13F -2,076 shares

    1.65% of the 13F portfolio, value $5,376,581.

    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 186,648 shares
    Change vs previous 13F +12,453 shares

    1.81% of the 13F portfolio, value $6,088,457.

    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 174,195 shares
    Change vs previous 13F +1,206 shares

    1.7% of the 13F portfolio, value $5,558,561.

    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 172,989 shares
    Change vs previous 13F -1,376 shares

    1.69% of the 13F portfolio, value $5,053,007.

    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 174,365 shares
    Change vs previous 13F +1,635 shares

    1.56% of the 13F portfolio, value $4,366,099.

    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 172,730 shares
    Change vs previous 13F +130,040 shares

    1.65% of the 13F portfolio, value $4,813,984.

    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 42,690 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $4,447,444.

    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).