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Arkadios Wealth Advisors: SCHO position timeline

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

Arkadios Wealth Advisors held 14,064 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,064 shares
    Change vs previous 13F -1,609 shares

    0.01% of the 13F portfolio, value $339,507.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 15,673 shares
    Change vs previous 13F -806 shares

    0.01% of the 13F portfolio, value $380,379.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 16,479 shares
    Change vs previous 13F +2,806 shares

    0.01% of the 13F portfolio, value $401,593.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 13,673 shares
    Change vs previous 13F +2,778 shares

    0.01% of the 13F portfolio, value $333,618.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 10,895 shares
    Change vs previous 13F +610 shares

    0.01% of the 13F portfolio, value $265,608.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 10,285 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $250,330.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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