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Grove Street Fiduciary, LLC: SCHP position timeline

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

Grove Street Fiduciary, LLC held 509,575 SCHP 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 509,575 shares
    Change vs previous 13F -17,015 shares

    5.8% of the 13F portfolio, value $12,805,627.

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

  2. period ended2026-06-30
    13F 526,590 shares
    Change vs previous 13F -3,319 shares

    5.89% of the 13F portfolio, value $13,954,643.

    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 529,909 shares
    Change vs previous 13F -4,090 shares

    6.21% of the 13F portfolio, value $14,100,887.

    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 533,999 shares
    Change vs previous 13F -901 shares

    5.91% of the 13F portfolio, value $14,145,641.

    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 534,900 shares
    Change vs previous 13F -5,511 shares

    6.82% of the 13F portfolio, value $14,415,577.

    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 540,411 shares
    Change vs previous 13F -7,117 shares

    6.95% of the 13F portfolio, value $14,418,187.

    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 547,528 shares
    Change vs previous 13F +1,060 shares

    7.46% of the 13F portfolio, value $14,723,050.

    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 546,468 shares
    Change vs previous 13F not available

    7.41% of the 13F portfolio, value $14,115,288.

    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).