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MassMutual Private Wealth & Trust, FSB: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MassMutual Private Wealth & Trust, FSB on SCHO, newest first. How the timeline and the estimate are built.

MassMutual Private Wealth & Trust, FSB held 1,695,337 SCHO shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,695,337 shares
    Change vs previous 13F -1,069 shares

    1.07% of the 13F portfolio, value $40,450,741.

    13F-HR 0001193125-26-413053 filed by MassMutual Private Wealth & Trust, FSB
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,696,406 shares
    Change vs previous 13F +551,336 shares

    1.06% of the 13F portfolio, value $40,951,241.

    13F-HR 0001193125-26-293910 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,145,070 shares
    Change vs previous 13F +296,365 shares

    0.76% of the 13F portfolio, value $27,790,849.

    13F-HR 0001193125-26-152544 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 848,705 shares
    Change vs previous 13F +7,862 shares

    0.53% of the 13F portfolio, value $20,682,941.

    13F-HR 0001193125-26-006210 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 840,843 shares
    Change vs previous 13F +16,425 shares

    0.52% of the 13F portfolio, value $20,516,569.

    13F-HR 0001193125-25-246783 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 824,418 shares
    Change vs previous 13F -7,008 shares

    0.54% of the 13F portfolio, value $20,099,311.

    13F-HR 0000950123-25-006218 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 831,426 shares
    Change vs previous 13F +7,221 shares

    0.59% of the 13F portfolio, value $20,236,909.

    13F-HR 0000950123-25-003277 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 824,205 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $19,830,372.

    13F-HR 0000950123-25-000326 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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