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Disclosery

McLean Asset Management Corp: SCHC position timeline

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

McLean Asset Management Corp held 12,666 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,666 shares
    Change vs previous 13F -3,016 shares

    0.08% of the 13F portfolio, value $612,274.

    13F-HR 0001833140-26-000003 filed by McLean Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 15,682 shares
    Change vs previous 13F -1,233 shares

    0.13% of the 13F portfolio, value $732,977.

    13F-HR 0001833140-26-000002 filed by McLean Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 16,915 shares
    Change vs previous 13F -2,179 shares

    0.14% of the 13F portfolio, value $799,910.

    13F-HR 0001833140-26-000001 filed by McLean Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 19,094 shares
    Change vs previous 13F -7,398 shares

    0.18% of the 13F portfolio, value $879,279.

    13F-HR 0001833140-25-000010 filed by McLean Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 26,492 shares
    Change vs previous 13F +1,304 shares

    0.3% of the 13F portfolio, value $1,130,679.

    13F-HR 0001833140-25-000004 filed by McLean Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 25,188 shares
    Change vs previous 13F +970 shares

    0.27% of the 13F portfolio, value $819,366.

    13F-HR 0001833140-25-000002 filed by McLean Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 24,218 shares
    Change vs previous 13F +322 shares

    0.25% of the 13F portfolio, value $831,404.

    13F-HR 0001833140-25-000001 filed by McLean Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 23,896 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $910,438.

    13F-HR 0001833140-24-000008 filed by McLean Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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