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Innovative Wealth Building LLC: SCHO position timeline

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

Innovative Wealth Building LLC held 70,100 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,100 shares
    Change vs previous 13F -1,414 shares

    0.98% of the 13F portfolio, value $1,692,206.

    13F-HR 0002085853-26-000838 filed by Innovative Wealth Building LLC
    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 71,514 shares
    Change vs previous 13F -9,377 shares

    1.22% of the 13F portfolio, value $1,735,648.

    13F-HR 0002085853-26-000554 filed by Innovative Wealth Building LLC
    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 80,891 shares
    Change vs previous 13F -8,053 shares

    1.44% of the 13F portfolio, value $1,971,323.

    13F-HR 0002085853-26-000268 filed by Innovative Wealth Building LLC
    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 88,944 shares
    Change vs previous 13F -17,245 shares

    1.69% of the 13F portfolio, value $2,170,240.

    13F-HR 0002085853-25-000247 filed by Innovative Wealth Building LLC
    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 106,189 shares
    Change vs previous 13F -10,098 shares

    2.15% of the 13F portfolio, value $2,588,877.

    13F-HR 0001667731-25-000918 filed by Innovative Wealth Building LLC
    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 116,287 shares
    Change vs previous 13F -14,677 shares

    2.61% of the 13F portfolio, value $2,830,416.

    13F-HR 0001667731-25-000527 filed by Innovative Wealth Building LLC
    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 130,964 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $3,150,984.

    13F-HR 0001667731-25-000520 filed by Innovative Wealth Building LLC
    Filed (acceptance time not in the bulk data set), ingested

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