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Disclosery

David Wealth Management LLC: SCHO position timeline

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

David Wealth Management LLC held 17,418 SCHO shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 17,418 shares
    Change vs previous 13F +9,144 shares

    0.32% of the 13F portfolio, value $424,661.

    13F-HR 0001172661-25-002680 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 8,274 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $201,393.

    13F-HR 0001172661-25-001498 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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