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Disclosery

National Wealth Management Group, LLC: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of National Wealth Management Group, LLC on SCHO, newest first. How the timeline and the estimate are built.

National Wealth Management Group, LLC held 117,125 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,125 shares
    Change vs previous 13F +4,580 shares

    0.87% of the 13F portfolio, value $2,827,396.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, LLC
    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 112,545 shares
    Change vs previous 13F +2,611 shares

    1.02% of the 13F portfolio, value $2,731,462.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, LLC
    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 109,934 shares
    Change vs previous 13F +21,559 shares

    0.93% of the 13F portfolio, value $2,679,088.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, LLC
    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 88,375 shares
    Change vs previous 13F +14,136 shares

    0.81% of the 13F portfolio, value $2,156,346.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, LLC
    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 74,239 shares
    Change vs previous 13F +6,321 shares

    1.01% of the 13F portfolio, value $1,809,936.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, LLC
    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 67,918 shares
    Change vs previous 13F +12,588 shares

    1.09% of the 13F portfolio, value $1,653,127.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, LLC
    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 55,330 shares
    Change vs previous 13F -41,995 shares

    0.89% of the 13F portfolio, value $1,331,243.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, LLC
    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 97,325 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $4,766,961.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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