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Disclosery

Apella Capital, LLC: SCHO position timeline

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

Apella Capital, LLC held 242,405 SCHO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 242,405 shares
    Change vs previous 13F -3,547 shares

    0.07% of the 13F portfolio, value $5,781,348.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 245,952 shares
    Change vs previous 13F +6,030 shares

    0.08% of the 13F portfolio, value $5,917,616.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 239,922 shares
    Change vs previous 13F -20,925 shares

    0.09% of the 13F portfolio, value $5,830,113.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 260,847 shares
    Change vs previous 13F -23,991 shares

    0.13% of the 13F portfolio, value $6,356,847.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 284,838 shares
    Change vs previous 13F -71,996 shares

    0.16% of the 13F portfolio, value $6,967,143.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 356,834 shares
    Change vs previous 13F -95,182 shares

    0.23% of the 13F portfolio, value $8,653,217.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 452,016 shares
    Change vs previous 13F -330,862 shares

    0.38% of the 13F portfolio, value $10,974,956.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 782,878 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $18,836,052.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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