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Disclosery

Covestor Ltd: SCHP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Covestor Ltd on SCHP, newest first. How the timeline and the estimate are built.

Covestor Ltd held 20,812 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,812 shares
    Change vs previous 13F +1,524 shares

    0.32% of the 13F portfolio, value $552,000.

    13F-HR 0001909846-26-000008 filed by Covestor Ltd
    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 19,288 shares
    Change vs previous 13F +266 shares

    0.36% of the 13F portfolio, value $513,000.

    13F-HR 0001909846-26-000007 filed by Covestor Ltd
    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 19,022 shares
    Change vs previous 13F +1,988 shares

    0.26% of the 13F portfolio, value $504,000.

    13F-HR 0001909846-26-000001 filed by Covestor Ltd
    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 17,034 shares
    Change vs previous 13F +1,869 shares

    0.25% of the 13F portfolio, value $459,000.

    13F-HR 0001909846-25-000009 filed by Covestor Ltd
    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 15,165 shares
    Change vs previous 13F +3,373 shares

    0.24% of the 13F portfolio, value $405,000.

    13F-HR 0001909846-25-000005 filed by Covestor Ltd
    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 11,792 shares
    Change vs previous 13F -111 shares

    0.21% of the 13F portfolio, value $317,000.

    13F-HR 0001909846-25-000002 filed by Covestor Ltd
    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 11,903 shares
    Change vs previous 13F +6,278 shares

    0.19% of the 13F portfolio, value $307,000.

    13F-HR 0001909846-25-000001 filed by Covestor Ltd
    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 5,625 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $302,000.

    13F-HR 0001909846-24-000006 filed by Covestor Ltd
    Filed (acceptance time not in the bulk data set), ingested

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