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JACKSON THORNTON WEALTH MANAGEMENT, LLC: SCHH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JACKSON THORNTON WEALTH MANAGEMENT, LLC on SCHH, newest first. How the timeline and the estimate are built.

JACKSON THORNTON WEALTH MANAGEMENT, LLC held 394,256 SCHH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 394,256 shares
    Change vs previous 13F -5,167 shares

    0.74% of the 13F portfolio, value $9,335,982.

    13F-HR 0001903880-26-000003 filed by JACKSON THORNTON 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 399,423 shares
    Change vs previous 13F -27,187 shares

    0.81% of the 13F portfolio, value $9,034,948.

    13F-HR 0001903880-26-000002 filed by JACKSON THORNTON 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 426,610 shares
    Change vs previous 13F -7,318 shares

    0.85% of the 13F portfolio, value $8,975,874.

    13F-HR 0001903880-26-000001 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
    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 433,928 shares
    Change vs previous 13F -14,519 shares

    0.93% of the 13F portfolio, value $9,194,934.

    13F-HR 0001903880-25-000006 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
    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 448,447 shares
    Change vs previous 13F -12,418 shares

    1.09% of the 13F portfolio, value $9,493,623.

    13F-HR 0001903880-25-000005 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
    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 460,865 shares
    Change vs previous 13F +22,622 shares

    1.27% of the 13F portfolio, value $9,530,688.

    13F-HR 0001903880-25-000002 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
    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 438,243 shares
    Change vs previous 13F -18,750 shares

    1.17% of the 13F portfolio, value $9,229,398.

    13F-HR 0001903880-25-000001 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
    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 456,993 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $10,588,528.

    13F-HR 0001903880-24-000006 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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