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Bragg Financial Advisors, Inc: SCHL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bragg Financial Advisors, Inc on SCHL, newest first. How the timeline and the estimate are built.

Bragg Financial Advisors, Inc held 672,247 SCHL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 672,247 shares
    Change vs previous 13F -304 shares

    0.83% of the 13F portfolio, value $30,923,362.

    13F-HR 0001062993-26-004202 filed by Bragg Financial Advisors, Inc
    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 672,551 shares
    Change vs previous 13F +3,647 shares

    0.83% of the 13F portfolio, value $26,269,843.

    13F-HR 0001062993-26-002690 filed by Bragg Financial Advisors, Inc
    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 668,904 shares
    Change vs previous 13F +76,801 shares

    0.65% of the 13F portfolio, value $19,819,626.

    13F-HR 0001062993-26-000899 filed by Bragg Financial Advisors, Inc
    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 592,103 shares
    Change vs previous 13F +54,110 shares

    0.54% of the 13F portfolio, value $16,211,781.

    13F-HR 0001062993-25-016705 filed by Bragg Financial Advisors, Inc
    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 537,993 shares
    Change vs previous 13F +85,580 shares

    0.4% of the 13F portfolio, value $11,287,094.

    13F-HR 0001062993-25-014449 filed by Bragg Financial Advisors, Inc
    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 452,413 shares
    Change vs previous 13F +130,572 shares

    0.35% of the 13F portfolio, value $8,541,558.

    13F-HR 0001062993-25-009327 filed by Bragg Financial Advisors, Inc
    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 321,841 shares
    Change vs previous 13F -52,271 shares

    0.28% of the 13F portfolio, value $6,864,869.

    13F-HR 0001062993-25-002281 filed by Bragg Financial Advisors, Inc
    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 374,112 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $11,975,326.

    13F-HR 0001062993-24-019085 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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