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Disclosery

Chesapeake Wealth Management: SCHV position timeline

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

Chesapeake Wealth Management held 37,555 SCHV 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 37,555 shares
    Change vs previous 13F +2,455 shares

    0.37% of the 13F portfolio, value $1,307,289.

    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 35,100 shares
    Change vs previous 13F +1,215 shares

    0.33% of the 13F portfolio, value $1,070,550.

    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 33,885 shares
    Change vs previous 13F -1,495 shares

    0.3% of the 13F portfolio, value $1,003,334.

    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 35,380 shares
    Change vs previous 13F +2,620 shares

    0.31% of the 13F portfolio, value $1,029,911.

    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 32,760 shares
    Change vs previous 13F -730 shares

    0.3% of the 13F portfolio, value $906,469.

    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 33,490 shares
    Change vs previous 13F -105 shares

    0.32% of the 13F portfolio, value $890,164.

    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 33,595 shares
    Change vs previous 13F +22,555 shares

    0.3% of the 13F portfolio, value $875,821.

    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 11,040 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $887,284.

    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).