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Disclosery

Nelson Capital Management, LLC: SCHO position timeline

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

Nelson Capital Management, LLC held 24,449 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,449 shares
    Change vs previous 13F +3,089 shares

    0.06% of the 13F portfolio, value $590,199.

    13F-HR 0001512611-26-000004 filed by Nelson Capital Management, 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 21,360 shares
    Change vs previous 13F -1,512 shares

    0.06% of the 13F portfolio, value $518,408.

    13F-HR 0001512611-26-000002 filed by Nelson Capital Management, 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 22,872 shares
    Change vs previous 13F -979 shares

    0.07% of the 13F portfolio, value $557,391.

    13F-HR 0001512611-26-000001 filed by Nelson Capital Management, 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 23,851 shares
    Change vs previous 13F -663 shares

    0.07% of the 13F portfolio, value $581,965.

    13F-HR 0001512611-25-000003 filed by Nelson Capital Management, 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 24,514 shares
    Change vs previous 13F -3,608 shares

    0.08% of the 13F portfolio, value $597,652.

    13F-HR 0001085146-25-004113 filed by Nelson Capital Management, 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 28,122 shares
    Change vs previous 13F -1,240 shares

    0.12% of the 13F portfolio, value $684,490.

    13F-HR 0001085146-25-002617 filed by Nelson Capital Management, 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 29,362 shares
    Change vs previous 13F +14,414 shares

    0.12% of the 13F portfolio, value $706,450.

    13F-HR 0001085146-25-000793 filed by Nelson Capital Management, 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 14,948 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $732,154.

    13F-HR 0001085146-24-005339 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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