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Disclosery

BWM Planning, LLC: SCHO position timeline

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

BWM Planning, LLC held 743,052 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 743,052 shares
    Change vs previous 13F +39,388 shares

    4.16% of the 13F portfolio, value $17,937,273.

    13F-HR 0001754960-26-000620 filed by BWM Planning, 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 703,664 shares
    Change vs previous 13F +73,725 shares

    4.5% of the 13F portfolio, value $17,077,923.

    13F-HR 0001754960-26-000306 filed by BWM Planning, 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 629,939 shares
    Change vs previous 13F +66,754 shares

    4.1% of the 13F portfolio, value $15,351,621.

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 563,185 shares
    Change vs previous 13F +64,095 shares

    4.09% of the 13F portfolio, value $13,741,711.

    13F-HR 0001754960-25-000742 filed by BWM Planning, 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 499,090 shares
    Change vs previous 13F +152,101 shares

    4.19% of the 13F portfolio, value $12,167,810.

    13F-HR 0001754960-25-000568 filed by BWM Planning, 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 346,989 shares
    Change vs previous 13F +36,722 shares

    3.57% of the 13F portfolio, value $8,445,711.

    13F-HR 0001085146-25-003157 filed by BWM Planning, 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 310,267 shares
    Change vs previous 13F +180,169 shares

    3.25% of the 13F portfolio, value $7,465,027.

    13F-HR 0001085146-25-000408 filed by BWM Planning, 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 130,098 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $6,372,209.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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