Skip to content
Disclosery

Family Asset Management, LLC: SCHO position timeline

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

Family Asset Management, LLC held 20,803 SCHO shares at 2024-09-30 per its 13F-HR filed 2024-10-30.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 20,803 shares
    Change vs previous 13F -1,225 shares

    0.61% of the 13F portfolio, value $1,018,932.

    13F-HR 0001398344-24-019645 filed by Family 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 ended2024-06-30
    13F 22,028 shares
    Change vs previous 13F -13,768 shares

    0.68% of the 13F portfolio, value $1,060,209.

    13F-HR 0001398344-24-013482 filed by Family 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 ended2024-03-31
    13F 35,796 shares
    Change vs previous 13F -470 shares

    1.08% of the 13F portfolio, value $1,725,726.

    13F-HR 0001398344-24-009447 filed by Family 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 ended2023-12-31
    13F 36,266 shares
    Change vs previous 13F +10,523 shares

    1.18% of the 13F portfolio, value $1,757,089.

    13F-HR 0001398344-24-002198 filed by Family 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 ended2023-09-30
    13F 25,743 shares
    Change vs previous 13F +21,257 shares

    0.91% of the 13F portfolio, value $1,232,833.

    13F-HR 0001398344-23-020065 filed by Family 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 ended2023-06-30
    13F 4,486 shares
    Change vs previous 13F -1,886 shares

    0.15% of the 13F portfolio, value $215,598.

    13F-HR 0001398344-23-013641 filed by Family 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 ended2023-03-31
    13F 6,372 shares
    Change vs previous 13F -5,439 shares

    0.23% of the 13F portfolio, value $310,890.

    13F-HR 0001398344-23-008667 filed by Family 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 ended2022-12-31
    13F 11,811 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $569,763.

    13F-HR 0001398344-23-000709 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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