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Disclosery

Allworth Financial LP: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on SCHO, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 126,533 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,533 shares
    Change vs previous 13F +1,827 shares

    0.01% of the 13F portfolio, value $3,054,497.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 124,706 shares
    Change vs previous 13F -12,038 shares

    0.01% of the 13F portfolio, value $3,026,604.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 136,744 shares
    Change vs previous 13F -10,823 shares

    0.01% of the 13F portfolio, value $3,332,453.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 147,567 shares
    Change vs previous 13F +25,830 shares

    0.02% of the 13F portfolio, value $3,600,627.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 121,737 shares
    Change vs previous 13F +985 shares

    0.01% of the 13F portfolio, value $2,967,945.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 120,752 shares
    Change vs previous 13F -29,780 shares

    0.02% of the 13F portfolio, value $2,941,511.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 150,532 shares
    Change vs previous 13F +59,966 shares

    0.02% of the 13F portfolio, value $3,638,363.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 90,566 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,435,920.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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