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Lifeworks Advisors, LLC: SCHO position timeline

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

Lifeworks Advisors, LLC held 98,785 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,785 shares
    Change vs previous 13F -8,509 shares

    0.25% of the 13F portfolio, value $2,384,670.

    13F-HR 0001951757-26-001262 filed by Lifeworks Advisors, 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 107,294 shares
    Change vs previous 13F -13,270 shares

    0.33% of the 13F portfolio, value $2,604,021.

    13F-HR 0001951757-26-000767 filed by Lifeworks Advisors, 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 120,564 shares
    Change vs previous 13F +3,997 shares

    0.38% of the 13F portfolio, value $2,938,151.

    13F-HR 0001951757-26-000453 filed by Lifeworks Advisors, 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 116,567 shares
    Change vs previous 13F -265 shares

    0.38% of the 13F portfolio, value $2,844,235.

    13F-HR 0001951757-25-001383 filed by Lifeworks Advisors, 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 116,832 shares
    Change vs previous 13F +1,749 shares

    0.42% of the 13F portfolio, value $2,848,364.

    13F-HR 0001951757-25-001025 filed by Lifeworks Advisors, 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 115,083 shares
    Change vs previous 13F +8,513 shares

    0.47% of the 13F portfolio, value $2,801,120.

    13F-HR 0001951757-25-000515 filed by Lifeworks Advisors, 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 106,570 shares
    Change vs previous 13F +54,450 shares

    0.46% of the 13F portfolio, value $2,564,074.

    13F-HR 0001951757-25-000200 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 52,120 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,552,838.

    13F-HR 0001951757-24-001176 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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