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Journey Beyond Wealth, LLC: SCHO position timeline

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

Journey Beyond Wealth, LLC held 128,986 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,986 shares
    Change vs previous 13F -3,944 shares

    2.43% of the 13F portfolio, value $3,113,723.

    13F-HR 0002052989-26-000003 filed by Journey Beyond Wealth, 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 132,930 shares
    Change vs previous 13F -3,860 shares

    2.77% of the 13F portfolio, value $3,226,212.

    13F-HR 0002052989-26-000002 filed by Journey Beyond Wealth, 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 136,790 shares
    Change vs previous 13F +10,022 shares

    2.65% of the 13F portfolio, value $3,333,582.

    13F-HR 0002052989-26-000001 filed by Journey Beyond Wealth, 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 126,768 shares
    Change vs previous 13F +7,775 shares

    2.54% of the 13F portfolio, value $3,093,149.

    13F-HR 0002052989-25-000002 filed by Journey Beyond Wealth, 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 118,993 shares
    Change vs previous 13F -28,964 shares

    2.45% of the 13F portfolio, value $2,901,059.

    13F-HR 0001085146-25-004015 filed by Journey Beyond Wealth, 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 147,957 shares
    Change vs previous 13F +12,596 shares

    3.37% of the 13F portfolio, value $3,601,283.

    13F-HR 0001085146-25-002340 filed by Journey Beyond Wealth, 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 135,361 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $3,256,796.

    13F-HR 0001085146-25-001019 filed by Journey Beyond Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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