Skip to content

MISSION WEALTH MANAGEMENT, LP: SCHO position timeline

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

MISSION WEALTH MANAGEMENT, LP held 25,224 SCHO 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 25,224 shares
    Change vs previous 13F -3,409 shares

    0.01% of the 13F portfolio, value $608,908.

    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 28,633 shares
    Change vs previous 13F -37,196 shares

    0.01% of the 13F portfolio, value $694,923.

    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 65,829 shares
    Change vs previous 13F -31,288 shares

    0.03% of the 13F portfolio, value $1,604,253.

    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 97,117 shares
    Change vs previous 13F -114,645 shares

    0.05% of the 13F portfolio, value $2,369,655.

    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 211,762 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,162,768.

    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).