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Disclosery

Baldrige Asset Management LLC: SCHC position timeline

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

Baldrige Asset Management LLC held 40,746 SCHC 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 40,746 shares
    Change vs previous 13F -64 shares

    0.56% of the 13F portfolio, value $1,374,000.

    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 40,810 shares
    Change vs previous 13F +465 shares

    0.57% of the 13F portfolio, value $1,284,000.

    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 40,345 shares
    Change vs previous 13F -1,017 shares

    0.53% of the 13F portfolio, value $1,120,000.

    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 41,362 shares
    Change vs previous 13F -1,424 shares

    0.59% of the 13F portfolio, value $1,292,000.

    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 42,786 shares
    Change vs previous 13F +900 shares

    0.66% of the 13F portfolio, value $1,625,000.

    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 41,886 shares
    Change vs previous 13F +545 shares

    0.67% of the 13F portfolio, value $1,714,000.

    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 41,341 shares
    Change vs previous 13F -876 shares

    0.71% of the 13F portfolio, value $1,716,000.

    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 42,217 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,756,000.

    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).