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Disclosery

Marotta Asset Management: SCHV position timeline

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

Marotta Asset Management held 6,245 SCHV 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 6,245 shares
    Change vs previous 13F -57 shares

    0.04% of the 13F portfolio, value $208,021.

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

  2. period ended2026-06-30
    13F 6,302 shares
    Change vs previous 13F -2,918 shares

    0.04% of the 13F portfolio, value $216,915.

    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 9,220 shares
    Change vs previous 13F -1,730 shares

    0.05% of the 13F portfolio, value $282,316.

    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 10,950 shares
    Change vs previous 13F -1,192 shares

    0.06% of the 13F portfolio, value $324,230.

    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 12,142 shares
    Change vs previous 13F -505 shares

    0.07% of the 13F portfolio, value $354,182.

    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 12,647 shares
    Change vs previous 13F +7,103 shares

    0.07% of the 13F portfolio, value $349,943.

    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 5,544 shares
    Change vs previous 13F -8,809 shares

    0.09% of the 13F portfolio, value $445,571.

    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 14,353 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $373,034.

    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).