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Grove Street Fiduciary, LLC: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grove Street Fiduciary, LLC on SCHC, newest first. How the timeline and the estimate are built.

Grove Street Fiduciary, LLC held 41,892 SCHC shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 41,892 shares
    Change vs previous 13F -3,022 shares

    0.94% of the 13F portfolio, value $2,083,708.

    13F-HR 0002054682-26-000005 filed by Grove Street Fiduciary, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 44,914 shares
    Change vs previous 13F -821 shares

    0.91% of the 13F portfolio, value $2,161,262.

    13F-HR 0002054682-26-000003 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 45,735 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $2,137,654.

    13F-HR 0002054682-26-000002 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 45,735 shares
    Change vs previous 13F -627 shares

    0.87% of the 13F portfolio, value $2,082,315.

    13F-HR 0002054682-26-000001 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 46,362 shares
    Change vs previous 13F -5,218 shares

    1% of the 13F portfolio, value $2,109,935.

    13F-HR 0002054682-25-000006 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 51,580 shares
    Change vs previous 13F -11,114 shares

    1.06% of the 13F portfolio, value $2,196,792.

    13F-HR 0002054682-25-000005 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 62,694 shares
    Change vs previous 13F -1,461 shares

    1.14% of the 13F portfolio, value $2,249,461.

    13F-HR 0002054682-25-000003 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 64,155 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,202,441.

    13F-HR 0002054682-25-000001 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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