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Plum Street Advisors, LLC: SCHK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plum Street Advisors, LLC on SCHK, newest first. How the timeline and the estimate are built.

Plum Street Advisors, LLC held 670,890 SCHK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 670,890 shares
    Change vs previous 13F -49,984 shares

    7.73% of the 13F portfolio, value $24,192,276.

    13F-HR 0002068236-26-000003 filed by Plum Street Advisors, 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 720,874 shares
    Change vs previous 13F +24,744 shares

    7.82% of the 13F portfolio, value $22,584,974.

    13F-HR 0002068236-26-000002 filed by Plum Street Advisors, 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 696,130 shares
    Change vs previous 13F +14,041 shares

    8.13% of the 13F portfolio, value $22,833,053.

    13F-HR 0002068236-26-000001 filed by Plum Street Advisors, 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 682,089 shares
    Change vs previous 13F -28,246 shares

    8.46% of the 13F portfolio, value $21,908,689.

    13F-HR 0002068236-25-000008 filed by Plum Street Advisors, 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 710,335 shares
    Change vs previous 13F -35,302 shares

    9.35% of the 13F portfolio, value $21,182,187.

    13F-HR 0002068236-25-000007 filed by Plum Street Advisors, 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 745,637 shares
    Change vs previous 13F +15,516 shares

    9.67% of the 13F portfolio, value $20,072,555.

    13F-HR 0002068236-25-000006 filed by Plum Street Advisors, 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 730,121 shares
    Change vs previous 13F +352,793 shares

    10.2% of the 13F portfolio, value $20,669,727.

    13F-HR 0002068236-25-000005 filed by Plum Street Advisors, 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 377,328 shares
    Change vs previous 13F not available

    10.56% of the 13F portfolio, value $20,862,441.

    13F-HR 0002068236-25-000004 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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