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Disclosery

Grove Street Fiduciary, LLC: SCHO position timeline

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

Grove Street Fiduciary, LLC held 288,811 SCHO 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 288,811 shares
    Change vs previous 13F -3,703 shares

    3.12% of the 13F portfolio, value $6,891,025.

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

  2. period ended2026-06-30
    13F 292,514 shares
    Change vs previous 13F -847 shares

    2.98% of the 13F portfolio, value $7,061,283.

    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 293,361 shares
    Change vs previous 13F -1,778 shares

    3.14% of the 13F portfolio, value $7,119,866.

    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 295,139 shares
    Change vs previous 13F -289 shares

    3.01% of the 13F portfolio, value $7,192,532.

    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 295,428 shares
    Change vs previous 13F -2,236 shares

    3.41% of the 13F portfolio, value $7,208,462.

    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 297,664 shares
    Change vs previous 13F -6,196 shares

    3.5% of the 13F portfolio, value $7,257,067.

    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 303,860 shares
    Change vs previous 13F -17,322 shares

    3.75% of the 13F portfolio, value $7,395,971.

    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 321,182 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $7,727,658.

    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).