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Disclosery

JFG Wealth Management, LLC: SCHO position timeline

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

JFG Wealth Management, LLC held 72,048 SCHO shares at 2025-09-30 per its 13F-HR filed 2025-10-31.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 72,048 shares
    Change vs previous 13F +618 shares

    0.34% of the 13F portfolio, value $1,757,979.

    13F-HR 0001172661-25-004522 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 71,430 shares
    Change vs previous 13F -6,129 shares

    0.36% of the 13F portfolio, value $1,741,466.

    13F-HR 0001172661-25-002960 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 77,559 shares
    Change vs previous 13F -6,503 shares

    0.43% of the 13F portfolio, value $1,887,784.

    13F-HR 0001172661-25-001676 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 84,062 shares
    Change vs previous 13F +70,553 shares

    0.46% of the 13F portfolio, value $2,022,534.

    13F-HR 0001172661-25-000493 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 13,509 shares
    Change vs previous 13F +83 shares

    0.18% of the 13F portfolio, value $661,709.

    13F-HR 0001172661-24-004421 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 13,426 shares
    Change vs previous 13F -70,164 shares

    0.18% of the 13F portfolio, value $646,202.

    13F-HR 0001172661-24-003043 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 83,590 shares
    Change vs previous 13F +632 shares

    1.08% of the 13F portfolio, value $4,029,907.

    13F-HR 0001172661-24-002137 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 82,958 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $4,019,333.

    13F-HR 0001172661-24-000469 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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