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Disclosery

Bleakley Financial Group, LLC: SCHO position timeline

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

Bleakley Financial Group, LLC held 50,764 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,764 shares
    Change vs previous 13F -3,946 shares

    0.02% of the 13F portfolio, value $1,225,445.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 54,710 shares
    Change vs previous 13F +395 shares

    0.02% of the 13F portfolio, value $1,327,813.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 54,315 shares
    Change vs previous 13F -669 shares

    0.02% of the 13F portfolio, value $1,323,651.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 54,984 shares
    Change vs previous 13F -3,589 shares

    0.03% of the 13F portfolio, value $1,341,618.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 58,573 shares
    Change vs previous 13F +16,137 shares

    0.04% of the 13F portfolio, value $1,428,015.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 42,436 shares
    Change vs previous 13F -6,244 shares

    0.03% of the 13F portfolio, value $1,032,884.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 48,680 shares
    Change vs previous 13F -45,150 shares

    0.04% of the 13F portfolio, value $1,171,232.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 93,830 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,595,772.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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