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Disclosery

Marquette Asset Management, LLC: SCHM position timeline

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

Marquette Asset Management, LLC held 75,304 SCHM 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 75,304 shares
    Change vs previous 13F -4,967 shares

    0.34% of the 13F portfolio, value $2,561,843.

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

  2. period ended2026-06-30
    13F 80,271 shares
    Change vs previous 13F -1,256 shares

    0.38% of the 13F portfolio, value $2,959,592.

    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 81,527 shares
    Change vs previous 13F -443 shares

    0.38% of the 13F portfolio, value $2,524,076.

    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 81,970 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $2,464,838.

    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 81,970 shares
    Change vs previous 13F -33 shares

    0.37% of the 13F portfolio, value $2,429,591.

    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 82,003 shares
    Change vs previous 13F -6,525 shares

    0.39% of the 13F portfolio, value $2,300,185.

    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 88,528 shares
    Change vs previous 13F -10,940 shares

    0.41% of the 13F portfolio, value $2,319,434.

    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 99,468 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,756,259.

    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).