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Disclosery

Cooke Wealth Management, LLC: SCHB position timeline

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

Cooke Wealth Management, LLC held 15,247 SCHB 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 15,247 shares
    Change vs previous 13F +1,275 shares

    0.36% of the 13F portfolio, value $441,553.

    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 13,972 shares
    Change vs previous 13F +6,073 shares

    0.31% of the 13F portfolio, value $350,697.

    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 7,899 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $210,745.

    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).