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Vestmark Advisory Solutions, Inc.: SCHP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on SCHP, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 302,005 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 302,005 shares
    Change vs previous 13F -112,866 shares

    0.08% of the 13F portfolio, value $8,003,141.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 414,871 shares
    Change vs previous 13F +313,770 shares

    0.12% of the 13F portfolio, value $11,039,740.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    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 101,101 shares
    Change vs previous 13F -28,794 shares

    0.04% of the 13F portfolio, value $2,678,176.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    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 129,895 shares
    Change vs previous 13F -153,715 shares

    0.07% of the 13F portfolio, value $3,500,657.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    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 283,610 shares
    Change vs previous 13F +173,978 shares

    0.11% of the 13F portfolio, value $7,566,714.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    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 109,632 shares
    Change vs previous 13F -6,006 shares

    0.08% of the 13F portfolio, value $2,948,004.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    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 115,638 shares
    Change vs previous 13F +59,244 shares

    0.1% of the 13F portfolio, value $2,986,930.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
    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 56,394 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,024,410.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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