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Disclosery

Baldrige Asset Management LLC: SCHZ position timeline

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

Baldrige Asset Management LLC held 26,516 SCHZ 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 26,516 shares
    Change vs previous 13F +628 shares

    0.51% of the 13F portfolio, value $1,244,000.

    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 25,888 shares
    Change vs previous 13F -554 shares

    0.53% of the 13F portfolio, value $1,182,000.

    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 26,442 shares
    Change vs previous 13F +763 shares

    0.57% of the 13F portfolio, value $1,198,000.

    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 25,679 shares
    Change vs previous 13F -11,511 shares

    0.56% of the 13F portfolio, value $1,229,000.

    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 37,190 shares
    Change vs previous 13F +619 shares

    0.77% of the 13F portfolio, value $1,881,000.

    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 36,571 shares
    Change vs previous 13F +1,121 shares

    0.77% of the 13F portfolio, value $1,971,000.

    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 35,450 shares
    Change vs previous 13F +1,692 shares

    0.8% of the 13F portfolio, value $1,924,000.

    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 33,758 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,843,000.

    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).