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Disclosery

McLean Asset Management Corp: SCHP position timeline

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

McLean Asset Management Corp held 77,362 SCHP 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 77,362 shares
    Change vs previous 13F -15,326 shares

    0.27% of the 13F portfolio, value $2,018,362.

    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 92,688 shares
    Change vs previous 13F +3,288 shares

    0.43% of the 13F portfolio, value $2,466,432.

    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 89,400 shares
    Change vs previous 13F -6 shares

    0.43% of the 13F portfolio, value $2,378,029.

    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 89,406 shares
    Change vs previous 13F -12,731 shares

    0.49% of the 13F portfolio, value $2,398,755.

    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 102,137 shares
    Change vs previous 13F -6,065 shares

    0.71% of the 13F portfolio, value $2,711,728.

    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 108,202 shares
    Change vs previous 13F -12,245 shares

    0.95% of the 13F portfolio, value $2,864,111.

    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 120,447 shares
    Change vs previous 13F +60,621 shares

    0.93% of the 13F portfolio, value $3,111,145.

    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 59,826 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $3,177,957.

    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).