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Disclosery

Avitas Wealth Management LLC: SCHO position timeline

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

Avitas Wealth Management LLC held 60,944 SCHO shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 60,944 shares
    Change vs previous 13F +31,767 shares

    0.2% of the 13F portfolio, value $1,466,308.

    13F-HR 0001734565-25-000001 filed by Avitas 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 ended2024-09-30
    13F 29,177 shares
    Change vs previous 13F -6,327 shares

    0.2% of the 13F portfolio, value $1,429,080.

    13F-HR 0001734565-24-000007 filed by Avitas 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 ended2024-06-30
    13F 35,504 shares
    Change vs previous 13F +1,451 shares

    0.25% of the 13F portfolio, value $1,708,789.

    13F-HR 0001734565-24-000004 filed by Avitas 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 ended2024-03-31
    13F 34,053 shares
    Change vs previous 13F +1,440 shares

    0.25% of the 13F portfolio, value $1,641,705.

    13F-HR 0001734565-24-000003 filed by Avitas 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 ended2023-12-31
    13F 32,613 shares
    Change vs previous 13F +1,391 shares

    0.26% of the 13F portfolio, value $1,580,119.

    13F-HR 0001734565-24-000001 filed by Avitas 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 ended2023-09-30
    13F 31,222 shares
    Change vs previous 13F +1,786 shares

    0.28% of the 13F portfolio, value $1,495,239.

    13F-HR 0001734565-23-000005 filed by Avitas 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 ended2023-06-30
    13F 29,436 shares
    Change vs previous 13F +723 shares

    0.26% of the 13F portfolio, value $1,414,712.

    13F-HR 0001734565-23-000004 filed by Avitas 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 ended2023-03-31
    13F 28,713 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,400,885.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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