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WADDELL & ASSOCIATES, LLC: SCHK position timeline

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

WADDELL & ASSOCIATES, LLC held 2,144,798 SCHK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,144,798 shares
    Change vs previous 13F +3,746 shares

    3.83% of the 13F portfolio, value $77,341,402.

    13F-HR 0001765380-26-000220 filed by WADDELL & ASSOCIATES, 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 2,141,052 shares
    Change vs previous 13F +69,887 shares

    3.78% of the 13F portfolio, value $67,079,174.

    13F-HR 0001765380-26-000203 filed by WADDELL & ASSOCIATES, 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 2,071,165 shares
    Change vs previous 13F +20,815 shares

    4.58% of the 13F portfolio, value $67,934,224.

    13F-HR 0001765380-26-000104 filed by WADDELL & ASSOCIATES, 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 2,050,350 shares
    Change vs previous 13F +63,322 shares

    5.6% of the 13F portfolio, value $65,857,254.

    13F-HR 0001765380-25-000463 filed by WADDELL & ASSOCIATES, 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 1,987,028 shares
    Change vs previous 13F -7,255 shares

    6.32% of the 13F portfolio, value $59,253,170.

    13F-HR 0001765380-25-000332 filed by WADDELL & ASSOCIATES, 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/A 1,994,283 shares
    Change vs previous 13F +55,225 shares

    6.52% of the 13F portfolio, value $53,686,087.

    13F-HR/A 0001765380-25-000228 filed by WADDELL & ASSOCIATES, 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/A 1,939,058 shares
    Change vs previous 13F +976,332 shares

    5.6% of the 13F portfolio, value $54,894,726.

    13F-HR/A 0001765380-25-000229 filed by WADDELL & ASSOCIATES, 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 962,726 shares
    Change vs previous 13F not available

    6.48% of the 13F portfolio, value $53,229,125.

    13F-HR 0001765380-24-000430 filed by WADDELL & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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