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Shakespeare Wealth Management, LLC · SCHF

← Holdings

Position over 9 quarters · +473% shares · SEC 13F

QuarterSharesΔ SharesValue
Q1 '246K—$253K
Q2 '2417K+11K$661K
Q3 '2417K+0$707K
Q4 '2434K+17K$636K
Q1 '2534K+0$680K
Q2 '2537K+3K$820K
Q3 '2537K+0$864K
Q4 '2537K+0$892K
Q1 '2637K+0$918K

Source: SEC Form 13F. Values are as-of each quarter-end, not live.