SCHP SCHP

Ownership history in Prentice Wealth Management LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Prentice Wealth Management LLC reported a position in SCHP (SCHP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.75% (2025 Q4)
Avg. % of fund
3.21%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,115,313 +128,384 +13.0% 6.75% $29.5M $26.49
2025 Q3 ADDED 986,929 +58,064 +6.3% 6.56% $26.6M $26.51
2025 Q2 ADDED 928,865 +595,943 +179.0% 6.51% $24.8M $25.96
2025 Q1 ADDED 332,922 +332,517 +82103.0% 2.58% $9.0M $25.84
2021 Q3 UNCHANGED 405 0% 0.01% $25K $26.01
2021 Q2 REDUCED 405 -24,365 -98.4% 0.01% $25K $25.54
2021 Q1 INITIATED 24,770 0.01% $25K $24.77
% of Fund (quarterly)    SCHP price (monthly, adj. close)
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