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Disclosery

Cascade Financial Partners, LLC: SCHE position timeline

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

Cascade Financial Partners, LLC held 115,854 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,854 shares
    Change vs previous 13F -1,130 shares

    0.36% of the 13F portfolio, value $4,200,865.

    13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, 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 116,984 shares
    Change vs previous 13F -1,484 shares

    0.4% of the 13F portfolio, value $3,854,612.

    13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, 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 118,468 shares
    Change vs previous 13F -297 shares

    0.39% of the 13F portfolio, value $3,879,816.

    13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, 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 118,765 shares
    Change vs previous 13F -344 shares

    0.45% of the 13F portfolio, value $3,963,177.

    13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, 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 119,109 shares
    Change vs previous 13F +2 shares

    0.43% of the 13F portfolio, value $3,589,936.

    13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, 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 119,107 shares
    Change vs previous 13F -5,850 shares

    0.41% of the 13F portfolio, value $3,283,781.

    13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, 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 124,957 shares
    Change vs previous 13F +152 shares

    0.43% of the 13F portfolio, value $3,327,606.

    13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, 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 124,805 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,611,866.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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