Skip to content
Disclosery

McKinley Carter Wealth Services, Inc.: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McKinley Carter Wealth Services, Inc. on SCHF, newest first. How the timeline and the estimate are built.

McKinley Carter Wealth Services, Inc. held 266,455 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,455 shares
    Change vs previous 13F -6,882 shares

    0.38% of the 13F portfolio, value $7,380,794.

    13F-HR 0001484265-26-000003 filed by McKinley Carter Wealth Services, Inc.
    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 273,337 shares
    Change vs previous 13F -21,056 shares

    0.39% of the 13F portfolio, value $6,765,084.

    13F-HR 0001484265-26-000002 filed by McKinley Carter Wealth Services, Inc.
    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 294,393 shares
    Change vs previous 13F -49,800 shares

    0.4% of the 13F portfolio, value $7,077,212.

    13F-HR 0001484265-26-000001 filed by McKinley Carter Wealth Services, Inc.
    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 344,193 shares
    Change vs previous 13F -5,590 shares

    0.42% of the 13F portfolio, value $8,012,808.

    13F-HR 0001484265-25-000003 filed by McKinley Carter Wealth Services, Inc.
    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 349,783 shares
    Change vs previous 13F -8,060 shares

    0.43% of the 13F portfolio, value $7,730,199.

    13F-HR 0001085146-25-004115 filed by McKinley Carter Wealth Services, Inc.
    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 357,843 shares
    Change vs previous 13F -56,439 shares

    0.44% of the 13F portfolio, value $7,078,137.

    13F-HR 0001085146-25-002110 filed by McKinley Carter Wealth Services, Inc.
    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 414,282 shares
    Change vs previous 13F +199,263 shares

    0.47% of the 13F portfolio, value $7,664,219.

    13F-HR 0001085146-25-000416 filed by McKinley Carter Wealth Services, Inc.
    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 215,019 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $8,841,577.

    13F-HR 0001085146-24-004914 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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