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Avior Wealth Management, LLC: SCHO position timeline

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

Avior Wealth Management, LLC held 1,083,719 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,083,719 shares
    Change vs previous 13F +25,548 shares

    0.69% of the 13F portfolio, value $26,160,968.

    13F-HR 0001754960-26-000402 filed by Avior Wealth Management, 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 1,058,171 shares
    Change vs previous 13F +74,310 shares

    0.73% of the 13F portfolio, value $25,681,805.

    13F-HR 0001754960-26-000212 filed by Avior Wealth Management, 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 983,861 shares
    Change vs previous 13F +83,336 shares

    0.75% of the 13F portfolio, value $23,976,697.

    13F-HR 0001754960-26-000005 filed by Avior Wealth Management, 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 900,525 shares
    Change vs previous 13F +36,586 shares

    0.71% of the 13F portfolio, value $21,972,804.

    13F-HR 0001754960-25-000798 filed by Avior Wealth Management, 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 863,939 shares
    Change vs previous 13F +23,811 shares

    0.73% of the 13F portfolio, value $21,062,841.

    13F-HR 0001754960-25-000419 filed by Avior Wealth Management, 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 840,128 shares
    Change vs previous 13F +18,475 shares

    0.78% of the 13F portfolio, value $20,448,711.

    13F-HR 0001754960-25-000218 filed by Avior Wealth Management, 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 821,653 shares
    Change vs previous 13F +429,675 shares

    0.72% of the 13F portfolio, value $19,768,987.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 391,978 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $19,199,122.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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