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Disclosery

Great Waters Wealth Management: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Great Waters Wealth Management on SCHO, newest first. How the timeline and the estimate are built.

Great Waters Wealth Management held 55,560 SCHO shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,560 shares
    Change vs previous 13F +208 shares

    0.12% of the 13F portfolio, value $1,325,652.

    13F-HR 0001964535-26-000005 filed by Great Waters Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,352 shares
    Change vs previous 13F -2,797 shares

    0.12% of the 13F portfolio, value $1,336,206.

    13F-HR 0001964535-26-000003 filed by Great Waters Wealth Management
    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 58,149 shares
    Change vs previous 13F -863 shares

    0.15% of the 13F portfolio, value $1,411,266.

    13F-HR 0001964535-26-000002 filed by Great Waters Wealth Management
    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 59,012 shares
    Change vs previous 13F +5,197 shares

    0.16% of the 13F portfolio, value $1,438,116.

    13F-HR 0001964535-26-000001 filed by Great Waters Wealth Management
    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 53,815 shares
    Change vs previous 13F +1,175 shares

    0.16% of the 13F portfolio, value $1,313,087.

    13F-HR 0001964535-25-000006 filed by Great Waters Wealth Management
    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 52,640 shares
    Change vs previous 13F -1,586 shares

    0.17% of the 13F portfolio, value $1,283,364.

    13F-HR 0001964535-25-000004 filed by Great Waters Wealth Management
    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 54,226 shares
    Change vs previous 13F -759 shares

    0.18% of the 13F portfolio, value $1,319,856.

    13F-HR 0001964535-25-000003 filed by Great Waters Wealth Management
    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 54,985 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,322,940.

    13F-HR 0001964535-25-000001 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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