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Disclosery

SIMA Wealth Partners, LLC: SCHO position timeline

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

SIMA Wealth Partners, LLC held 120,850 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,850 shares
    Change vs previous 13F -7,056 shares

    2.07% of the 13F portfolio, value $2,917,331.

    13F-HR 0002135539-26-000011 filed by SIMA Wealth Partners, 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 127,906 shares
    Change vs previous 13F -27,506 shares

    2.36% of the 13F portfolio, value $3,104,290.

    13F-HR 0002135539-26-000001 filed by SIMA Wealth Partners, 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 155,412 shares
    Change vs previous 13F +7,032 shares

    2.88% of the 13F portfolio, value $3,787,402.

    13F-HR 0002135539-26-000003 filed by SIMA Wealth Partners, 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 148,380 shares
    Change vs previous 13F -994 shares

    2.77% of the 13F portfolio, value $3,620,484.

    13F-HR 0002135539-26-000004 filed by SIMA Wealth Partners, 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 149,374 shares
    Change vs previous 13F +15,237 shares

    2.94% of the 13F portfolio, value $3,641,745.

    13F-HR 0002135539-26-000006 filed by SIMA Wealth Partners, 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 134,137 shares
    Change vs previous 13F +10,974 shares

    2.71% of the 13F portfolio, value $3,264,901.

    13F-HR 0002135539-26-000007 filed by SIMA Wealth Partners, 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 123,163 shares
    Change vs previous 13F +61,709 shares

    2.52% of the 13F portfolio, value $2,963,308.

    13F-HR 0002135539-26-000008 filed by SIMA Wealth Partners, 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 61,454 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $3,010,028.

    13F-HR 0002135539-26-000009 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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