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Operose Advisors LLC: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Operose Advisors LLC on SCHC, newest first. How the timeline and the estimate are built.

Operose Advisors LLC held 1,693 SCHC 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 1,693 shares
    Change vs previous 13F -503 shares

    0.02% of the 13F portfolio, value $81,467.

    13F-HR 0001909750-26-000007 filed by Operose Advisors 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 2,196 shares
    Change vs previous 13F +78 shares

    0.02% of the 13F portfolio, value $102,641.

    13F-HR 0001909750-26-000005 filed by Operose Advisors 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 2,118 shares
    Change vs previous 13F +1,170 shares

    0.02% of the 13F portfolio, value $96,433.

    13F-HR 0001909750-26-000002 filed by Operose Advisors 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 948 shares
    Change vs previous 13F +224 shares

    0.01% of the 13F portfolio, value $43,143.

    13F-HR 0001909750-25-000013 filed by Operose Advisors 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 724 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $30,835.

    13F-HR 0001909750-25-000007 filed by Operose Advisors 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 724 shares
    Change vs previous 13F -4,129 shares

    0.01% of the 13F portfolio, value $25,977.

    13F-HR 0001909750-25-000005 filed by Operose Advisors 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 4,853 shares
    Change vs previous 13F -131 shares

    0.06% of the 13F portfolio, value $166,615.

    13F-HR 0001909750-25-000002 filed by Operose Advisors 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 4,984 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $192,033.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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