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Disclosery

Marotta Asset Management: SCHE position timeline

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

Marotta Asset Management held 126,952 SCHE shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 126,952 shares
    Change vs previous 13F -1,880 shares

    0.79% of the 13F portfolio, value $4,627,400.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 128,832 shares
    Change vs previous 13F -12,673 shares

    0.77% of the 13F portfolio, value $4,636,664.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    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 141,505 shares
    Change vs previous 13F -2,718 shares

    0.86% of the 13F portfolio, value $4,675,325.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    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 144,223 shares
    Change vs previous 13F -10,467 shares

    0.87% of the 13F portfolio, value $4,723,303.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    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 154,690 shares
    Change vs previous 13F -671 shares

    0.98% of the 13F portfolio, value $5,194,490.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    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 155,361 shares
    Change vs previous 13F -51,372 shares

    0.94% of the 13F portfolio, value $4,682,579.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    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 206,733 shares
    Change vs previous 13F +16,664 shares

    1.18% of the 13F portfolio, value $6,032,467.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    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 190,069 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $5,052,033.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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