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Disclosery

Ethos Financial Group, LLC: SCHO position timeline

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

Ethos Financial Group, LLC held 38,678 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,678 shares
    Change vs previous 13F -12,583 shares

    0.06% of the 13F portfolio, value $931,753.

    13F-HR 0001954242-26-000004 filed by Ethos Financial Group, 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 51,261 shares
    Change vs previous 13F +3,805 shares

    0.09% of the 13F portfolio, value $1,244,104.

    13F-HR 0001954242-26-000003 filed by Ethos Financial Group, 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 47,456 shares
    Change vs previous 13F +809 shares

    0.09% of the 13F portfolio, value $1,156,503.

    13F-HR 0001954242-26-000002 filed by Ethos Financial Group, 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 46,647 shares
    Change vs previous 13F +771 shares

    0.09% of the 13F portfolio, value $1,138,187.

    13F-HR 0001954242-25-000007 filed by Ethos Financial Group, 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 45,876 shares
    Change vs previous 13F +36,592 shares

    0.1% of the 13F portfolio, value $1,118,457.

    13F-HR 0001954242-25-000005 filed by Ethos Financial Group, 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 9,284 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $223,373.

    13F-HR 0001954242-25-000003 filed by Ethos Financial Group, 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 9,284 shares
    Change vs previous 13F +4,642 shares

    0.03% of the 13F portfolio, value $223,373.

    13F-HR 0001954242-25-000002 filed by Ethos Financial Group, 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 4,642 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $227,000.

    13F-HR 0001954242-24-000009 filed by Ethos Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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