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Disclosery

Baldrige Asset Management LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baldrige Asset Management LLC on SCHA, newest first. How the timeline and the estimate are built.

Baldrige Asset Management LLC held 35,708 SCHA shares at 2023-03-31 per its 13F-HR filed 2023-04-17.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 35,708 shares
    Change vs previous 13F +414 shares

    0.61% of the 13F portfolio, value $1,497,000.

    13F-HR 0001761742-23-000002 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 35,294 shares
    Change vs previous 13F -149 shares

    0.64% of the 13F portfolio, value $1,430,000.

    13F-HR 0001761742-23-000001 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 35,443 shares
    Change vs previous 13F +691 shares

    0.64% of the 13F portfolio, value $1,340,000.

    13F-HR 0001761742-22-000004 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 34,752 shares
    Change vs previous 13F -559 shares

    0.62% of the 13F portfolio, value $1,355,000.

    13F-HR 0001761742-22-000003 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 35,311 shares
    Change vs previous 13F +17,858 shares

    0.68% of the 13F portfolio, value $1,672,000.

    13F-HR 0001761742-22-000002 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 17,453 shares
    Change vs previous 13F -42 shares

    0.7% of the 13F portfolio, value $1,787,000.

    13F-HR 0001761742-22-000001 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 17,495 shares
    Change vs previous 13F -73 shares

    0.73% of the 13F portfolio, value $1,751,000.

    13F-HR 0001761742-21-000004 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 17,568 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,830,000.

    13F-HR 0001761742-21-000003 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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