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Disclosery

Lummis Asset Management, LP: SCHO position timeline

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

Lummis Asset Management, LP held 44,147 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,147 shares
    Change vs previous 13F -2,699 shares

    0.64% of the 13F portfolio, value $1,065,699.

    13F-HR 0002011652-26-000003 filed by Lummis Asset Management, LP
    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 46,846 shares
    Change vs previous 13F -4,934 shares

    0.68% of the 13F portfolio, value $1,136,946.

    13F-HR 0002011652-26-000002 filed by Lummis Asset Management, LP
    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 51,780 shares
    Change vs previous 13F -1,678 shares

    0.78% of the 13F portfolio, value $1,261,878.

    13F-HR 0002011652-26-000001 filed by Lummis Asset Management, LP
    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 53,458 shares
    Change vs previous 13F +298 shares

    0.86% of the 13F portfolio, value $1,304,375.

    13F-HR 0002011652-25-000006 filed by Lummis Asset Management, LP
    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 53,160 shares
    Change vs previous 13F -298 shares

    0.85% of the 13F portfolio, value $1,296,041.

    13F-HR 0002011652-25-000004 filed by Lummis Asset Management, LP
    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 53,458 shares
    Change vs previous 13F +1,682 shares

    0.9% of the 13F portfolio, value $1,301,203.

    13F-HR 0002011652-25-000002 filed by Lummis Asset Management, LP
    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 51,776 shares
    Change vs previous 13F +15,668 shares

    1.58% of the 13F portfolio, value $1,245,731.

    13F-HR 0002011652-25-000001 filed by Lummis Asset Management, LP
    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 36,108 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $1,768,570.

    13F-HR 0002011652-24-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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