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Blake Schutter Theil Wealth Advisors, LLC: SCHO position timeline

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

Blake Schutter Theil Wealth Advisors, LLC held 29,870 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,870 shares
    Change vs previous 13F -517 shares

    0.49% of the 13F portfolio, value $721,068.

    13F-HR 0002042011-26-000003 filed by Blake Schutter Theil Wealth Advisors, 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 30,387 shares
    Change vs previous 13F -5,991 shares

    0.6% of the 13F portfolio, value $737,500.

    13F-HR 0002042011-26-000002 filed by Blake Schutter Theil Wealth Advisors, 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 36,378 shares
    Change vs previous 13F -92 shares

    0.73% of the 13F portfolio, value $886,536.

    13F-HR 0002042011-26-000001 filed by Blake Schutter Theil Wealth Advisors, 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 36,470 shares
    Change vs previous 13F -1,508 shares

    0.88% of the 13F portfolio, value $889,857.

    13F-HR 0002042011-25-000006 filed by Blake Schutter Theil Wealth Advisors, 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 37,978 shares
    Change vs previous 13F +1,220 shares

    1.05% of the 13F portfolio, value $925,904.

    13F-HR 0002042011-25-000004 filed by Blake Schutter Theil Wealth Advisors, 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 36,758 shares
    Change vs previous 13F -722 shares

    1.02% of the 13F portfolio, value $894,690.

    13F-HR 0002042011-25-000002 filed by Blake Schutter Theil Wealth Advisors, 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 37,480 shares
    Change vs previous 13F +14,323 shares

    0.95% of the 13F portfolio, value $901,769.

    13F-HR 0002042011-25-000001 filed by Blake Schutter Theil Wealth Advisors, 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 23,157 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,134,230.

    13F-HR 0002042011-24-000001 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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