GeoWealth Management, LLC: SCHI position timeline

GeoWealth Management, LLC held 0 SCHI shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -56,795 shares

   13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 56,795 shares

   Change vs previous 13F -2,210 shares

   0.05% of the 13F portfolio, value $1,292,654.

   13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 59,005 shares

   Change vs previous 13F -1,027 shares

   0.05% of the 13F portfolio, value $1,325,252.

   13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 60,032 shares

   Change vs previous 13F +29,566 shares

   0.04% of the 13F portfolio, value $1,324,906.

   13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 30,466 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $1,406,310.

   13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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