Momentum Wealth Planning, LLC: SCHO position timeline

Momentum Wealth Planning, LLC held 315,302 SCHO 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 315,302 shares

   Change vs previous 13F -85,027 shares

   5.69% of the 13F portfolio, value $7,611,390.

   13F-HR 0001765380-26-000284 filed by Momentum Wealth Planning, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 400,329 shares

   Change vs previous 13F +135,274 shares

   8.79% of the 13F portfolio, value $9,715,985.

   13F-HR 0001765380-26-000179 filed by Momentum Wealth Planning, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 265,055 shares

   Change vs previous 13F -14,703 shares

   5.04% of the 13F portfolio, value $6,459,390.

   13F-HR 0001765380-26-000044 filed by Momentum Wealth Planning, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 279,758 shares

   Change vs previous 13F +9,937 shares

   5.31% of the 13F portfolio, value $6,826,095.

   13F-HR 0001765380-25-000471 filed by Momentum Wealth Planning, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 269,821 shares

   Change vs previous 13F not available

   5.6% of the 13F portfolio, value $6,578,236.

   13F-HR 0001765380-25-000428 filed by Momentum Wealth Planning, LLC
   Filed 2025-09-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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