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Disclosery

Pines Wealth Management, LLC: SCHO position timeline

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

Pines Wealth Management, LLC held 89,166 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,166 shares
    Change vs previous 13F +4,135 shares

    0.62% of the 13F portfolio, value $2,152,477.

    13F-HR 0001951757-26-001023 filed by Pines Wealth 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 85,031 shares
    Change vs previous 13F +24,835 shares

    0.67% of the 13F portfolio, value $2,063,695.

    13F-HR 0001951757-26-000527 filed by Pines Wealth 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 60,196 shares
    Change vs previous 13F +5,937 shares

    0.47% of the 13F portfolio, value $1,466,987.

    13F-HR 0001951757-26-000342 filed by Pines Wealth 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 54,259 shares
    Change vs previous 13F +9,198 shares

    0.45% of the 13F portfolio, value $1,323,925.

    13F-HR 0001951757-25-001248 filed by Pines Wealth 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 45,061 shares
    Change vs previous 13F +2,859 shares

    0.39% of the 13F portfolio, value $1,092,281.

    13F-HR 0001951757-25-000603 filed by Pines Wealth 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 42,202 shares
    Change vs previous 13F -11,703 shares

    0.48% of the 13F portfolio, value $1,027,626.

    13F-HR 0001951757-25-000336 filed by Pines Wealth 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 53,905 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,299,105.

    13F-HR 0001951757-25-000022 filed by Pines Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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