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Disclosery

SMI Advisory Services, LLC: SCHO position timeline

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

SMI Advisory Services, LLC held 321,160 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 321,160 shares
    Change vs previous 13F +4,138 shares

    1.25% of the 13F portfolio, value $7,736,745.

    13F-HR 0001609008-26-000003 filed by SMI Advisory 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 317,022 shares
    Change vs previous 13F -16,602 shares

    1.26% of the 13F portfolio, value $7,665,593.

    13F-HR 0001609008-26-000002 filed by SMI Advisory 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 333,624 shares
    Change vs previous 13F -27,098 shares

    1.4% of the 13F portfolio, value $8,130,418.

    13F-HR 0001609008-26-000001 filed by SMI Advisory 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 360,722 shares
    Change vs previous 13F +2,700 shares

    1.66% of the 13F portfolio, value $8,787,188.

    13F-HR 0001609008-25-000006 filed by SMI Advisory 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 358,022 shares
    Change vs previous 13F +8,228 shares

    1.68% of the 13F portfolio, value $8,689,195.

    13F-HR 0001609008-25-000004 filed by SMI Advisory 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 349,794 shares
    Change vs previous 13F +50,422 shares

    1.92% of the 13F portfolio, value $8,510,489.

    13F-HR 0001609008-25-000003 filed by SMI Advisory 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 299,372 shares
    Change vs previous 13F +145,610 shares

    1.66% of the 13F portfolio, value $7,214,866.

    13F-HR 0001609008-25-000001 filed by SMI Advisory 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 153,762 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $7,474,372.

    13F-HR 0001609008-24-000004 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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