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Disclosery

Holcombe Financial, Inc.: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Holcombe Financial, Inc. on SCHO, newest first. How the timeline and the estimate are built.

Holcombe Financial, Inc. held 1,025,561 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,025,561 shares
    Change vs previous 13F -4,027 shares

    13.98% of the 13F portfolio, value $24,757,039.

    13F-HR 0002056177-26-000003 filed by Holcombe Financial, Inc.
    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 1,029,588 shares
    Change vs previous 13F +69,726 shares

    14.69% of the 13F portfolio, value $24,988,107.

    13F-HR 0002056177-26-000002 filed by Holcombe Financial, Inc.
    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 959,862 shares
    Change vs previous 13F -109,348 shares

    14.69% of the 13F portfolio, value $23,391,844.

    13F-HR 0002056177-26-000001 filed by Holcombe Financial, Inc.
    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 1,069,210 shares
    Change vs previous 13F +55,683 shares

    18.21% of the 13F portfolio, value $26,088,732.

    13F-HR 0002056177-25-000006 filed by Holcombe Financial, Inc.
    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 1,013,527 shares
    Change vs previous 13F +43,710 shares

    18.61% of the 13F portfolio, value $24,709,792.

    13F-HR 0002056177-25-000004 filed by Holcombe Financial, Inc.
    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 969,817 shares
    Change vs previous 13F -55,853 shares

    19.6% of the 13F portfolio, value $23,605,337.

    13F-HR 0002056177-25-000003 filed by Holcombe Financial, Inc.
    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 1,025,670 shares
    Change vs previous 13F not available

    20.32% of the 13F portfolio, value $24,677,608.

    13F-HR 0002056177-25-000002 filed by Holcombe Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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