Skip to content
Disclosery

Marotta Asset Management: SCHP position timeline

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

Marotta Asset Management held 519,739 SCHP 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 519,739 shares
    Change vs previous 13F -14,632 shares

    2.22% of the 13F portfolio, value $13,061,041.

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

  2. period ended2026-06-30
    13F 534,371 shares
    Change vs previous 13F +26,762 shares

    2.33% of the 13F portfolio, value $14,021,895.

    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 507,609 shares
    Change vs previous 13F +1,073 shares

    2.48% of the 13F portfolio, value $13,482,095.

    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 506,536 shares
    Change vs previous 13F +23,599 shares

    2.48% of the 13F portfolio, value $13,418,139.

    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 482,937 shares
    Change vs previous 13F +19,783 shares

    2.45% of the 13F portfolio, value $12,995,835.

    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 463,154 shares
    Change vs previous 13F +217,987 shares

    2.48% of the 13F portfolio, value $12,356,949.

    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 245,167 shares
    Change vs previous 13F -237,340 shares

    2.58% of the 13F portfolio, value $13,148,306.

    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 482,507 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $12,453,506.

    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).