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O'SHAUGHNESSY ASSET MANAGEMENT, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'SHAUGHNESSY ASSET MANAGEMENT, LLC on SCHA, newest first. How the timeline and the estimate are built.

O'SHAUGHNESSY ASSET MANAGEMENT, LLC held 176,817 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,817 shares
    Change vs previous 13F +15,727 shares

    0.03% of the 13F portfolio, value $6,388,398.

    13F-HR 0001423442-26-000003 filed by O'SHAUGHNESSY ASSET 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 161,090 shares
    Change vs previous 13F +12,901 shares

    0.02% of the 13F portfolio, value $4,684,497.

    13F-HR 0001423442-26-000002 filed by O'SHAUGHNESSY ASSET 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 148,189 shares
    Change vs previous 13F +1,676 shares

    0.02% of the 13F portfolio, value $4,220,423.

    13F-HR 0001423442-26-000001 filed by O'SHAUGHNESSY ASSET 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 146,513 shares
    Change vs previous 13F +6,572 shares

    0.02% of the 13F portfolio, value $4,087,713.

    13F-HR 0001423442-25-000009 filed by O'SHAUGHNESSY ASSET 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 139,941 shares
    Change vs previous 13F -29,338 shares

    0.02% of the 13F portfolio, value $3,540,507.

    13F-HR 0001423442-25-000008 filed by O'SHAUGHNESSY ASSET 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 169,279 shares
    Change vs previous 13F +583 shares

    0.03% of the 13F portfolio, value $3,966,207.

    13F-HR 0001423442-25-000003 filed by O'SHAUGHNESSY ASSET 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 168,696 shares
    Change vs previous 13F +85,618 shares

    0.04% of the 13F portfolio, value $4,362,479.

    13F-HR 0001423442-25-000001 filed by O'SHAUGHNESSY ASSET 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 83,078 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,159,197.

    13F-HR 0001423442-24-000011 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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