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Farther Finance Advisors, LLC: SCHO position timeline

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

Farther Finance Advisors, LLC held 592,259 SCHO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 592,259 shares
    Change vs previous 13F -84,989 shares

    0.1% of the 13F portfolio, value $14,131,301.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 677,248 shares
    Change vs previous 13F +13,233 shares

    0.13% of the 13F portfolio, value $16,348,774.

    13F-HR 0001992825-26-000004 filed by Farther Finance 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 ended2026-03-31
    13F 664,015 shares
    Change vs previous 13F +130,797 shares

    0.15% of the 13F portfolio, value $16,069,166.

    13F-HR 0001992825-26-000003 filed by Farther Finance 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 ended2025-12-31
    13F 533,218 shares
    Change vs previous 13F +296,795 shares

    0.14% of the 13F portfolio, value $12,994,518.

    13F-HR 0001992825-26-000001 filed by Farther Finance 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 ended2025-09-30
    13F 236,423 shares
    Change vs previous 13F -23,121 shares

    0.09% of the 13F portfolio, value $5,768,728.

    13F-HR 0001992825-25-000010 filed by Farther Finance 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 ended2025-06-30
    13F 259,544 shares
    Change vs previous 13F -21,703 shares

    0.13% of the 13F portfolio, value $6,327,669.

    13F-HR 0001992825-25-000006 filed by Farther Finance 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 ended2025-03-31
    13F 281,247 shares
    Change vs previous 13F -135,536 shares

    0.17% of the 13F portfolio, value $6,828,679.

    13F-HR 0001992825-25-000004 filed by Farther Finance 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 ended2024-12-31
    13F 416,783 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $10,027,804.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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