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Disclosery

Alteri Wealth LLC: SCHO position timeline

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

Alteri Wealth LLC held 48,749 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,749 shares
    Change vs previous 13F +2,694 shares

    0.32% of the 13F portfolio, value $1,176,810.

    13F-HR 0001765380-26-000232 filed by Alteri Wealth LLC
    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 46,055 shares
    Change vs previous 13F -6,349 shares

    0.36% of the 13F portfolio, value $1,117,758.

    13F-HR 0001765380-26-000172 filed by Alteri Wealth LLC
    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 52,404 shares
    Change vs previous 13F +1,605 shares

    0.41% of the 13F portfolio, value $1,277,088.

    13F-HR 0001765380-26-000101 filed by Alteri Wealth LLC
    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 50,799 shares
    Change vs previous 13F +4,949 shares

    0.43% of the 13F portfolio, value $1,239,504.

    13F-HR 0001765380-25-000456 filed by Alteri Wealth LLC
    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 45,850 shares
    Change vs previous 13F +3,770 shares

    0.43% of the 13F portfolio, value $1,117,827.

    13F-HR 0001765380-25-000322 filed by Alteri Wealth LLC
    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 42,080 shares
    Change vs previous 13F +11,309 shares

    0.45% of the 13F portfolio, value $1,024,226.

    13F-HR 0001765380-25-000184 filed by Alteri Wealth LLC
    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 30,771 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $740,342.

    13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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