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Disclosery

Belpointe Asset Management LLC: SCHO position timeline

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

Belpointe Asset Management LLC held 15,655 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,655 shares
    Change vs previous 13F +296 shares

    0.01% of the 13F portfolio, value $377,927.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset 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 15,359 shares
    Change vs previous 13F -5,371 shares

    0.01% of the 13F portfolio, value $372,776.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset 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 20,730 shares
    Change vs previous 13F -4,071 shares

    0.02% of the 13F portfolio, value $505,197.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset 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 24,801 shares
    Change vs previous 13F -42,177 shares

    0.02% of the 13F portfolio, value $605,144.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset 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 66,978 shares
    Change vs previous 13F +4,570 shares

    0.07% of the 13F portfolio, value $1,632,924.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset 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 62,408 shares
    Change vs previous 13F +25,644 shares

    0.08% of the 13F portfolio, value $1,519,010.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset 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 36,764 shares
    Change vs previous 13F +20,378 shares

    0.11% of the 13F portfolio, value $1,793,348.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset 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 16,386 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $802,586.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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