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Disclosery

Marquette Asset Management, LLC: SCHA position timeline

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

Marquette Asset Management, LLC held 249,947 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 249,947 shares
    Change vs previous 13F -2,821 shares

    1.07% of the 13F portfolio, value $8,155,771.

    13F-HR 0001395067-26-000005 filed by Marquette Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 252,768 shares
    Change vs previous 13F -1,401 shares

    1.18% of the 13F portfolio, value $9,132,508.

    13F-HR 0001395067-26-000003 filed by Marquette Asset Management, 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 254,169 shares
    Change vs previous 13F -307 shares

    1.1% of the 13F portfolio, value $7,391,235.

    13F-HR 0001395067-26-000002 filed by Marquette Asset Management, 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 254,476 shares
    Change vs previous 13F -1,010 shares

    1.07% of the 13F portfolio, value $7,247,477.

    13F-HR 0001395067-26-000001 filed by Marquette Asset Management, 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 255,486 shares
    Change vs previous 13F -55 shares

    1.09% of the 13F portfolio, value $7,128,060.

    13F-HR 0001395067-25-000006 filed by Marquette Asset Management, 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 255,541 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $6,465,188.

    13F-HR 0001395067-25-000004 filed by Marquette Asset Management, 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 255,541 shares
    Change vs previous 13F -1,430 shares

    1.06% of the 13F portfolio, value $5,987,326.

    13F-HR 0001395067-25-000003 filed by Marquette Asset Management, 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 256,971 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $6,645,271.

    13F-HR 0001395067-25-000001 filed by Marquette Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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