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Disclosery

Evensky & Katz LLC: SCHO position timeline

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

Evensky & Katz LLC held 222,902 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 222,902 shares
    Change vs previous 13F -10,040 shares

    0.28% of the 13F portfolio, value $5,381,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 232,942 shares
    Change vs previous 13F -18,883 shares

    0.32% of the 13F portfolio, value $5,654,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 251,825 shares
    Change vs previous 13F -10,496 shares

    0.35% of the 13F portfolio, value $6,137,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 262,321 shares
    Change vs previous 13F -5,547 shares

    0.37% of the 13F portfolio, value $6,401,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 267,868 shares
    Change vs previous 13F -27,587 shares

    0.4% of the 13F portfolio, value $6,531,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 295,455 shares
    Change vs previous 13F -59,817 shares

    0.48% of the 13F portfolio, value $7,191,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 355,272 shares
    Change vs previous 13F +167,389 shares

    0.56% of the 13F portfolio, value $8,548,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 187,883 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $9,202,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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