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Davis Wealth Advisors, LLC: SCHO position timeline

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

Davis Wealth Advisors, LLC held 13,926 SCHO 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 13,926 shares
    Change vs previous 13F -1,312 shares

    0.26% of the 13F portfolio, value $336,180.

    13F-HR 0001214659-26-010181 filed by Davis Wealth 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 15,238 shares
    Change vs previous 13F +1,344 shares

    0.31% of the 13F portfolio, value $369,831.

    13F-HR 0001214659-26-006214 filed by Davis Wealth 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 13,894 shares
    Change vs previous 13F +39 shares

    0.28% of the 13F portfolio, value $338,598.

    13F-HR 0001214659-26-001926 filed by Davis Wealth 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 13,855 shares
    Change vs previous 13F -705 shares

    0.3% of the 13F portfolio, value $338,063.

    13F-HR 0001214659-26-011275 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 14,560 shares
    Change vs previous 13F -1,673 shares

    0.38% of the 13F portfolio, value $354,958.

    13F-HR 0001214659-26-011672 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 16,233 shares
    Change vs previous 13F +67 shares

    0.45% of the 13F portfolio, value $395,144.

    13F-HR 0001214659-26-011670 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 16,166 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $388,965.

    13F-HR 0001214659-26-011668 filed by Davis Wealth Advisors, LLC
    Accepted , ingested