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Disclosery

Bartlett & Co. LLC: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bartlett & Co. LLC on SCHM, newest first. How the timeline and the estimate are built.

Bartlett & Co. LLC held 33,997 SCHM shares at 2023-12-31 per its 13F-HR filed 2024-01-08.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 33,997 shares
    Change vs previous 13F +2,856 shares

    0.04% of the 13F portfolio, value $2,582,000.

    13F-HR 0001550075-24-000001 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-09-30
    13F 31,141 shares
    Change vs previous 13F -930 shares

    0.04% of the 13F portfolio, value $2,108,000.

    13F-HR 0001550075-23-000004 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-06-30
    13F 32,071 shares
    Change vs previous 13F +985 shares

    0.04% of the 13F portfolio, value $2,278,000.

    13F-HR 0001550075-23-000003 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-03-31
    13F 31,086 shares
    Change vs previous 13F -250 shares

    0.04% of the 13F portfolio, value $2,109,000.

    13F-HR 0001550075-23-000002 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-12-31
    13F 31,336 shares
    Change vs previous 13F -12 shares

    0.04% of the 13F portfolio, value $2,056,000.

    13F-HR 0001550075-23-000001 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-09-30
    13F 31,348 shares
    Change vs previous 13F +10,828 shares

    0.04% of the 13F portfolio, value $1,897,000.

    13F-HR 0001550075-22-000007 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-06-30
    13F 20,520 shares
    Change vs previous 13F -321 shares

    0.03% of the 13F portfolio, value $1,287,000.

    13F-HR 0001550075-22-000006 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-03-31
    13F 20,841 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,581,000.

    13F-HR 0001550075-22-000004 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).