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Disclosery

Lutz Financial Services LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lutz Financial Services LLC on SCHA, newest first. How the timeline and the estimate are built.

Lutz Financial Services LLC held 390,473 SCHA 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 390,473 shares
    Change vs previous 13F -5,807 shares

    0.86% of the 13F portfolio, value $14,107,797.

    13F-HR 0001737112-26-000005 filed by Lutz Financial Services 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 396,280 shares
    Change vs previous 13F -12,085 shares

    0.77% of the 13F portfolio, value $11,523,828.

    13F-HR 0001737112-26-000003 filed by Lutz Financial Services 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 408,365 shares
    Change vs previous 13F -4,482 shares

    0.79% of the 13F portfolio, value $11,630,263.

    13F-HR 0001737112-26-000002 filed by Lutz Financial Services 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 412,847 shares
    Change vs previous 13F -3,334 shares

    0.83% of the 13F portfolio, value $11,518,438.

    13F-HR 0001737112-25-000008 filed by Lutz Financial Services 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 416,181 shares
    Change vs previous 13F +84,016 shares

    0.82% of the 13F portfolio, value $10,529,404.

    13F-HR 0001737112-25-000007 filed by Lutz Financial Services 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 332,165 shares
    Change vs previous 13F +3,895 shares

    0.64% of the 13F portfolio, value $7,782,649.

    13F-HR 0001737112-25-000005 filed by Lutz Financial Services 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 328,270 shares
    Change vs previous 13F +165,036 shares

    0.69% of the 13F portfolio, value $8,489,062.

    13F-HR 0001737112-25-000002 filed by Lutz Financial Services 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 163,234 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $8,406,551.

    13F-HR 0001737112-24-000007 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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