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FormulaFolio Investments, LLC: SCHP position timeline

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

FormulaFolio Investments, LLC held 24,055 SCHP shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 24,055 shares
    Change vs previous 13F -347 shares

    0.5% of the 13F portfolio, value $1,504,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 24,402 shares
    Change vs previous 13F -338,106 shares

    0.49% of the 13F portfolio, value $1,520,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 362,508 shares
    Change vs previous 13F +27,411 shares

    0.47% of the 13F portfolio, value $22,504,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 335,097 shares
    Change vs previous 13F +24,628 shares

    0.8% of the 13F portfolio, value $20,652,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 310,469 shares
    Change vs previous 13F +48,548 shares

    0.76% of the 13F portfolio, value $18,634,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 261,921 shares
    Change vs previous 13F +138,516 shares

    0.81% of the 13F portfolio, value $15,063,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 123,405 shares
    Change vs previous 13F +115,970 shares

    0.25% of the 13F portfolio, value $6,988,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 7,435 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $422,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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