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COOPER/HAIMS ADVISORS, LLC: SCHE position timeline

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

COOPER/HAIMS ADVISORS, LLC held 992,925 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 992,925 shares
    Change vs previous 13F -62,386 shares

    15.49% of the 13F portfolio, value $36,003,459.

    13F-HR 0001654033-26-000004 filed by COOPER/HAIMS ADVISORS, 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 1,055,311 shares
    Change vs previous 13F -130,834 shares

    16.36% of the 13F portfolio, value $34,772,494.

    13F-HR 0001654033-26-000003 filed by COOPER/HAIMS ADVISORS, 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 1,186,145 shares
    Change vs previous 13F -55,389 shares

    17.66% of the 13F portfolio, value $38,846,242.

    13F-HR 0001654033-26-000001 filed by COOPER/HAIMS ADVISORS, 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 1,241,534 shares
    Change vs previous 13F -26,096 shares

    19.36% of the 13F portfolio, value $41,429,980.

    13F-HR 0001654033-25-000010 filed by COOPER/HAIMS ADVISORS, 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 1,267,630 shares
    Change vs previous 13F +26,312 shares

    18.82% of the 13F portfolio, value $38,206,378.

    13F-HR 0001654033-25-000009 filed by COOPER/HAIMS ADVISORS, 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 1,241,318 shares
    Change vs previous 13F +19,305 shares

    18.55% of the 13F portfolio, value $34,223,127.

    13F-HR 0001654033-25-000003 filed by COOPER/HAIMS ADVISORS, 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 1,222,013 shares
    Change vs previous 13F -4,400 shares

    18.46% of the 13F portfolio, value $32,542,200.

    13F-HR 0001654033-25-000001 filed by COOPER/HAIMS ADVISORS, 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 1,226,413 shares
    Change vs previous 13F not available

    19.68% of the 13F portfolio, value $35,786,742.

    13F-HR 0001654033-24-000007 filed by COOPER/HAIMS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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