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Private company

SCHWARTZ INVESTMENT TRUST

Fund registered in the United States, based in Plymouth, active since 1992. Summary from the record

Last updated Oct 21, 2026.

Overview

  • HeadquartersPlymouth, United States2
  • Legal formFUND2
  • Kind of organizationFund2
  • LEI549300TMUIREL25T6R982
  • StatusActive2
  • LEI statusIssued and current2
  • Registered addressC/O DAVID JAMES, 45246 Cincinnati, United States2
  • Registered withSecurities and Exchange Commission, 00008911602

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Corporate structure

SCHWARTZ INVESTMENT TRUST sits at the top of its group. 9 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

  • SCHWARTZ INVESTMENT TRUST Plymouth, Michigan, United States
    • Purple Innovation, Inc. Stake · Lehi
    • Ave Maria Bond Fund Fund · Plymouth, Michigan, United States
    • Ave Maria Growth Focused Fund Fund · Plymouth, Michigan, United States
    • Ave Maria Growth Fund Fund · Plymouth, Michigan, United States
    • Ave Maria Rising Dividend Fund Fund · Plymouth, Michigan, United States
    • Ave Maria Value Focused Fund Fund · Plymouth, Michigan, United States
    • Ave Maria Value Fund Fund · Plymouth, Michigan, United States
    • Ave Maria World Equity Fund Fund · Plymouth, Michigan, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); stakes of 5% or more it reported on Schedules 13D and 13G (1 companies). Each entity in the chart links to its source.

Subsidiaries and ownership

Fund manager

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.

Timeline

  1. Aug 31, 1992Founded SCHWARTZ INVESTMENT TRUST is founded2

Filings

198 filings to the SEC since October 2021: 198 other. The latest 20:

  1. Oct 5, 202640-17G EDGAR
  2. Sep 24, 2026497 EDGAR
  3. Sep 2, 2026N-CSRS EDGAR
  4. Aug 28, 2026NPORT-P EDGAR
  5. Aug 28, 2026NPORT-P EDGAR
  6. Aug 28, 2026NPORT-P EDGAR
  7. Aug 28, 2026NPORT-P EDGAR
  8. Aug 28, 2026NPORT-P EDGAR
  9. Aug 28, 2026NPORT-P EDGAR
  10. Aug 28, 2026NPORT-P EDGAR
  11. Aug 28, 2026NPORT-P EDGAR
  12. Aug 14, 2026N-PX EDGAR
  13. May 29, 2026NPORT-P EDGAR
  14. May 29, 2026NPORT-P EDGAR
  15. May 29, 2026NPORT-P EDGAR
  16. May 29, 2026NPORT-P EDGAR
  17. May 29, 2026NPORT-P EDGAR
  18. May 29, 2026NPORT-P EDGAR
  19. May 29, 2026NPORT-P EDGAR
  20. May 4, 2026497J EDGAR

The 198 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Stakes it holds

SCHWARTZ INVESTMENT TRUST has told the SEC it owns more than 5% of 1 company, latest first (Schedules 13D and 13G).

Sources

The numbers on this page point here. Each one links to the record it came from.

  1. 1
  2. 2
  3. 3