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Disclosery

Eagle Ridge Investment Management: SCHP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Eagle Ridge Investment Management on SCHP, newest first. How the timeline and the estimate are built.

Eagle Ridge Investment Management held 518,606 SCHP shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 518,606 shares
    Change vs previous 13F +266,457 shares

    1.17% of the 13F portfolio, value $13,395,593.

    13F-HR 0001062993-25-001116 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 252,149 shares
    Change vs previous 13F +15,149 shares

    1.19% of the 13F portfolio, value $13,522,751.

    13F-HR 0001062993-24-017890 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 237,000 shares
    Change vs previous 13F +9,572 shares

    1.14% of the 13F portfolio, value $12,326,370.

    13F-HR 0001062993-24-014046 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 227,428 shares
    Change vs previous 13F +5,144 shares

    1.09% of the 13F portfolio, value $11,862,644.

    13F-HR 0001062993-24-008539 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 222,284 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $11,603,225.

    13F-HR 0001062993-24-001929 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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