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Disclosery

Baldrige Asset Management LLC: SCHB position timeline

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

Baldrige Asset Management LLC held 36,677 SCHB 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 36,677 shares
    Change vs previous 13F -964 shares

    0.72% of the 13F portfolio, value $1,755,000.

    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 37,641 shares
    Change vs previous 13F +499 shares

    0.75% of the 13F portfolio, value $1,687,000.

    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 37,142 shares
    Change vs previous 13F -29 shares

    0.74% of the 13F portfolio, value $1,560,000.

    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 37,171 shares
    Change vs previous 13F +101 shares

    0.75% of the 13F portfolio, value $1,643,000.

    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 37,070 shares
    Change vs previous 13F +18,663 shares

    0.81% of the 13F portfolio, value $1,979,000.

    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 18,407 shares
    Change vs previous 13F +84 shares

    0.81% of the 13F portfolio, value $2,080,000.

    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 18,323 shares
    Change vs previous 13F -1,949 shares

    0.79% of the 13F portfolio, value $1,903,000.

    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 20,272 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,114,000.

    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).