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Baldrige Asset Management LLC: SCHJ position timeline

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

Baldrige Asset Management LLC held 102,217 SCHJ 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 102,217 shares
    Change vs previous 13F +914 shares

    1.99% of the 13F portfolio, value $4,862,000.

    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 101,303 shares
    Change vs previous 13F -31,085 shares

    2.11% of the 13F portfolio, value $4,750,000.

    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 132,388 shares
    Change vs previous 13F +27,914 shares

    2.92% of the 13F portfolio, value $6,130,000.

    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 104,474 shares
    Change vs previous 13F +71,667 shares

    2.27% of the 13F portfolio, value $4,961,000.

    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 32,807 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,593,000.

    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).