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Disclosery

McLean Asset Management Corp: SCHO position timeline

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

McLean Asset Management Corp held 123,493 SCHO 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 123,493 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $2,976,181.

    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 123,493 shares
    Change vs previous 13F +636 shares

    0.52% of the 13F portfolio, value $2,997,175.

    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 122,857 shares
    Change vs previous 13F -2,014 shares

    0.54% of the 13F portfolio, value $2,995,254.

    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 124,871 shares
    Change vs previous 13F +32,590 shares

    0.63% of the 13F portfolio, value $3,039,360.

    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 92,281 shares
    Change vs previous 13F -3,733 shares

    0.59% of the 13F portfolio, value $2,239,660.

    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 96,014 shares
    Change vs previous 13F -3,486 shares

    0.77% of the 13F portfolio, value $2,337,941.

    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 99,500 shares
    Change vs previous 13F +52,739 shares

    0.72% of the 13F portfolio, value $2,393,970.

    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 46,761 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,273,052.

    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).