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Disclosery

GLOBALT Investments LLC / GA: SCHO position timeline

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

GLOBALT Investments LLC / GA held 129,666 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,666 shares
    Change vs previous 13F -6,288 shares

    0.11% of the 13F portfolio, value $3,130,137.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 135,954 shares
    Change vs previous 13F +44,257 shares

    0.12% of the 13F portfolio, value $3,299,604.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 91,697 shares
    Change vs previous 13F -2,951 shares

    0.08% of the 13F portfolio, value $2,234,656.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 94,648 shares
    Change vs previous 13F -5,635 shares

    0.08% of the 13F portfolio, value $2,309,411.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 100,283 shares
    Change vs previous 13F -11,491 shares

    0.09% of the 13F portfolio, value $2,444,900.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 111,774 shares
    Change vs previous 13F -11,806 shares

    0.11% of the 13F portfolio, value $2,720,579.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 123,580 shares
    Change vs previous 13F +59,802 shares

    0.11% of the 13F portfolio, value $2,973,335.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    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 63,778 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,123,846.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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