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MISSION WEALTH MANAGEMENT, LP: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on SCHC, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 173,459 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,459 shares
    Change vs previous 13F +8,947 shares

    0.1% of the 13F portfolio, value $8,346,845.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH 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 164,512 shares
    Change vs previous 13F -5,385 shares

    0.16% of the 13F portfolio, value $7,689,284.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH 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 169,897 shares
    Change vs previous 13F +419 shares

    0.16% of the 13F portfolio, value $7,735,404.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH 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 169,478 shares
    Change vs previous 13F +157 shares

    0.16% of the 13F portfolio, value $7,712,956.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH 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 169,321 shares
    Change vs previous 13F +6,352 shares

    0.16% of the 13F portfolio, value $7,211,393.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH 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 162,969 shares
    Change vs previous 13F -5,188 shares

    0.15% of the 13F portfolio, value $5,847,332.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH 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 168,157 shares
    Change vs previous 13F -9,158 shares

    0.14% of the 13F portfolio, value $5,772,834.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH 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 177,315 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,831,944.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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