Skip to content
Disclosery

CALTON & ASSOCIATES, INC.: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CALTON & ASSOCIATES, INC. on SCHO, newest first. How the timeline and the estimate are built.

CALTON & ASSOCIATES, INC. held 21,175 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,175 shares
    Change vs previous 13F +249 shares

    0.07% of the 13F portfolio, value $511,164.

    13F-HR 0001172661-26-003203 filed by CALTON & ASSOCIATES, 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 20,926 shares
    Change vs previous 13F -35,481 shares

    0.07% of the 13F portfolio, value $507,874.

    13F-HR 0001172661-26-001798 filed by CALTON & ASSOCIATES, 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 56,407 shares
    Change vs previous 13F -14,420 shares

    0.2% of the 13F portfolio, value $1,374,628.

    13F-HR 0001172661-26-000574 filed by CALTON & ASSOCIATES, 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 70,827 shares
    Change vs previous 13F +3,637 shares

    0.26% of the 13F portfolio, value $1,728,190.

    13F-HR 0001172661-25-004622 filed by CALTON & ASSOCIATES, 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 67,190 shares
    Change vs previous 13F -52,381 shares

    0.28% of the 13F portfolio, value $1,638,101.

    13F-HR 0001172661-25-003047 filed by CALTON & ASSOCIATES, 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/A 119,571 shares
    Change vs previous 13F +78,979 shares

    0.66% of the 13F portfolio, value $2,910,364.

    13F-HR/A 0001172661-25-002159 filed by CALTON & ASSOCIATES, 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 40,592 shares
    Change vs previous 13F +36,133 shares

    0.43% of the 13F portfolio, value $976,644.

    13F-HR 0001172661-25-000329 filed by CALTON & ASSOCIATES, 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/A 4,459 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $218,404.

    13F-HR/A 0001172661-24-004314 filed by CALTON & ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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