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Disclosery

Roberts Financial Services LLC: SCHO position timeline

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

Roberts Financial Services LLC held 67,825 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,825 shares
    Change vs previous 13F -1,033 shares

    0.48% of the 13F portfolio, value $1,637,289.

    13F-HR 0001951757-26-001124 filed by Roberts Financial Services 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 68,858 shares
    Change vs previous 13F -131,896 shares

    0.53% of the 13F portfolio, value $1,671,186.

    13F-HR 0001951757-26-000617 filed by Roberts Financial Services 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 200,754 shares
    Change vs previous 13F +9,066 shares

    1.54% of the 13F portfolio, value $4,892,363.

    13F-HR 0001951757-26-000284 filed by Roberts Financial Services 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 191,688 shares
    Change vs previous 13F +41,476 shares

    1.51% of the 13F portfolio, value $4,677,194.

    13F-HR 0001951757-25-001217 filed by Roberts Financial Services 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 150,212 shares
    Change vs previous 13F -44,632 shares

    1.26% of the 13F portfolio, value $3,662,174.

    13F-HR 0001951757-25-001054 filed by Roberts Financial Services 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 194,844 shares
    Change vs previous 13F +1,184 shares

    0.92% of the 13F portfolio, value $4,742,488.

    13F-HR 0001951757-25-000391 filed by Roberts Financial Services 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 193,660 shares
    Change vs previous 13F +98,036 shares

    0.88% of the 13F portfolio, value $4,659,446.

    13F-HR 0001951757-25-000063 filed by Roberts Financial Services 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 95,624 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $4,683,644.

    13F-HR 0001951757-24-001060 filed by Roberts Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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