Carolina Wealth Advisors, LLC: SCHY position timeline

Carolina Wealth Advisors, LLC held 136,901 SCHY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 136,901 shares

   Change vs previous 13F +6,038 shares

   1.7% of the 13F portfolio, value $4,343,869.

   13F-HR 0001437749-26-023157 filed by Carolina Wealth Advisors, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 130,863 shares

   Change vs previous 13F +37,735 shares

   1.73% of the 13F portfolio, value $4,143,123.

   13F-HR 0001437749-26-011555 filed by Carolina Wealth Advisors, LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 93,128 shares

   Change vs previous 13F +1,700 shares

   1.24% of the 13F portfolio, value $2,777,077.

   13F-HR 0001437749-26-001613 filed by Carolina Wealth Advisors, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 91,428 shares

   Change vs previous 13F +90,342 shares

   1.1% of the 13F portfolio, value $2,554,498.

   13F-HR 0001437749-25-030597 filed by Carolina Wealth Advisors, LLC
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,086 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $29,702.

   13F-HR 0001437749-25-023179 filed by Carolina Wealth Advisors, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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