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Cooke Wealth Management, LLC: SCHA position timeline

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

Cooke Wealth Management, LLC held 12,976 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,976 shares
    Change vs previous 13F +626 shares

    0.38% of the 13F portfolio, value $468,823.

    13F-HR 0002093659-26-000003 filed by Cooke Wealth Management, LLC
    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 12,350 shares
    Change vs previous 13F -946 shares

    0.32% of the 13F portfolio, value $359,138.

    13F-HR 0002093659-26-000002 filed by Cooke Wealth Management, LLC
    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 13,296 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $402,736.

    13F-HR 0002093659-26-000001 filed by Cooke Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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