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Disclosery

Baldrige Asset Management LLC: SCHH position timeline

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

Baldrige Asset Management LLC held 21,200 SCHH 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 21,200 shares
    Change vs previous 13F +481 shares

    0.17% of the 13F portfolio, value $413,000.

    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 20,719 shares
    Change vs previous 13F -592 shares

    0.18% of the 13F portfolio, value $400,000.

    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 21,311 shares
    Change vs previous 13F -33,717 shares

    0.19% of the 13F portfolio, value $398,000.

    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 55,028 shares
    Change vs previous 13F +5,829 shares

    0.53% of the 13F portfolio, value $1,161,000.

    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 49,199 shares
    Change vs previous 13F +31,961 shares

    0.5% of the 13F portfolio, value $1,225,000.

    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 17,238 shares
    Change vs previous 13F +786 shares

    0.35% of the 13F portfolio, value $908,000.

    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 16,452 shares
    Change vs previous 13F -57 shares

    0.31% of the 13F portfolio, value $752,000.

    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 16,509 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $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).