MorganRosel Wealth Management, LLC: SCHE position timeline

MorganRosel Wealth Management, LLC held 190,814 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 190,814 shares

   Change vs previous 13F +8,281 shares

   2.34% of the 13F portfolio, value $6,918,916.

   13F-HR 0001986152-26-000156 filed by MorganRosel Wealth Management, LLC
   Filed 2026-08-14 (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 182,533 shares

   Change vs previous 13F -117,388 shares

   2.37% of the 13F portfolio, value $6,014,462.

   13F-HR 0001986152-26-000063 filed by MorganRosel Wealth Management, 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 299,921 shares

   Change vs previous 13F +2,826 shares

   2.46% of the 13F portfolio, value $9,822,413.

   13F-HR 0001986152-26-000032 filed by MorganRosel Wealth Management, LLC
   Filed 2026-02-13 (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 297,095 shares

   Change vs previous 13F -20,896 shares

   2.57% of the 13F portfolio, value $9,914,060.

   13F-HR 0001753218-25-000002 filed by MorganRosel Wealth Management, LLC
   Filed 2025-10-24 (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).

5. period ended2025-06-30

   13F 317,991 shares

   Change vs previous 13F +2,030 shares

   2.62% of the 13F portfolio, value $9,584,249.

   13F-HR 0001986152-25-000055 filed by MorganRosel Wealth Management, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 315,961 shares

   Change vs previous 13F -5,432 shares

   2.64% of the 13F portfolio, value $8,711,045.

   13F-HR 0001986152-25-000035 filed by MorganRosel Wealth Management, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 321,393 shares

   Change vs previous 13F +1,734 shares

   2.81% of the 13F portfolio, value $8,558,696.

   13F-HR 0001986152-25-000019 filed by MorganRosel Wealth Management, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 319,659 shares

   Change vs previous 13F not available

   3.08% of the 13F portfolio, value $9,327,650.

   13F-HR 0001085146-24-004839 filed by MorganRosel Wealth Management, LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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