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Disclosery

Family Asset Management, LLC: SCHV position timeline

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

Family Asset Management, LLC held 5,402 SCHV 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 5,402 shares
    Change vs previous 13F -1,285 shares

    0.26% of the 13F portfolio, value $434,138.

    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 6,687 shares
    Change vs previous 13F -9,068 shares

    0.32% of the 13F portfolio, value $495,354.

    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 15,755 shares
    Change vs previous 13F -5,291 shares

    0.75% of the 13F portfolio, value $1,197,090.

    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 21,046 shares
    Change vs previous 13F -25,603 shares

    0.99% of the 13F portfolio, value $1,475,308.

    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 46,649 shares
    Change vs previous 13F -17,527 shares

    2.22% of the 13F portfolio, value $3,006,972.

    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 64,176 shares
    Change vs previous 13F -3,528 shares

    2.91% of the 13F portfolio, value $4,305,595.

    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 67,704 shares
    Change vs previous 13F +3,783 shares

    3.24% of the 13F portfolio, value $4,440,023.

    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 63,921 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $4,220,057.

    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).