GW HENSSLER & ASSOCIATES LTD: SCHO position timeline

GW HENSSLER & ASSOCIATES LTD held 117,812 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 117,812 shares

   Change vs previous 13F -22,524 shares

   0.13% of the 13F portfolio, value $2,843,982.

   13F-HR 0001172661-26-002877 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 140,336 shares

   Change vs previous 13F -17,865 shares

   0.16% of the 13F portfolio, value $3,405,955.

   13F-HR 0001172661-26-002261 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 158,201 shares

   Change vs previous 13F -1,533 shares

   0.19% of the 13F portfolio, value $3,855,359.

   13F-HR 0001172661-26-000567 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 159,734 shares

   Change vs previous 13F -5,275 shares

   0.19% of the 13F portfolio, value $3,897,510.

   13F-HR 0001080369-26-000001 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-06-30

   13F 165,009 shares

   Change vs previous 13F +5,661 shares

   0.21% of the 13F portfolio, value $4,022,920.

   13F-HR 0001080369-25-000009 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2025-07-25 (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).

6. period ended2025-03-31

   13F/A 159,348 shares

   Change vs previous 13F +78,129 shares

   0.22% of the 13F portfolio, value $3,878,531.

   13F-HR/A 0001080369-25-000007 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2025-05-15 (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).

7. period ended2024-12-31

   13F 81,219 shares

   Change vs previous 13F 0 shares

   0.23% of the 13F portfolio, value $3,978,107.

   13F-HR 0001080369-25-000002 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2025-01-24 (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).

8. period ended2024-09-30

   13F 81,219 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $3,978,107.

   13F-HR 0001080369-24-000008 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2024-10-25 (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).