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Disclosery

Marotta Asset Management: SCHO position timeline

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

Marotta Asset Management held 526,754 SCHO 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 526,754 shares
    Change vs previous 13F -31,664 shares

    2.13% of the 13F portfolio, value $12,568,350.

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

  2. period ended2026-06-30
    13F 558,418 shares
    Change vs previous 13F -6,064 shares

    2.23% of the 13F portfolio, value $13,429,953.

    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 564,482 shares
    Change vs previous 13F -28,210 shares

    2.52% of the 13F portfolio, value $13,660,464.

    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 592,692 shares
    Change vs previous 13F +7,687 shares

    2.67% of the 13F portfolio, value $14,443,904.

    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 585,005 shares
    Change vs previous 13F +11,909 shares

    2.68% of the 13F portfolio, value $14,250,722.

    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 573,096 shares
    Change vs previous 13F +285,808 shares

    2.8% of the 13F portfolio, value $13,972,080.

    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 287,288 shares
    Change vs previous 13F -273,522 shares

    2.76% of the 13F portfolio, value $14,071,364.

    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 560,810 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $13,537,952.

    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).