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Disclosery

Smart Portfolios, LLC: SCHO position timeline

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

Smart Portfolios, LLC held 38,430 SCHO shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 38,430 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $932,696.

    13F-HR 0001513227-26-000006 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 38,430 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $936,539.

    13F-HR 0001513227-26-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 38,430 shares
    Change vs previous 13F -540 shares

    0.9% of the 13F portfolio, value $937,692.

    13F-HR 0001513227-25-000007 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 38,970 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $950,089.

    13F-HR 0001513227-25-000004 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 38,970 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $948,530.

    13F-HR 0001513227-25-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 38,970 shares
    Change vs previous 13F +19,935 shares

    0.98% of the 13F portfolio, value $937,618.

    13F-HR 0001513227-25-000002 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 19,035 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $932,334.

    13F-HR 0001513227-24-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 19,035 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $916,155.

    13F-HR 0001513227-24-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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