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Disclosery

SWS Partners: SCHA position timeline

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

SWS Partners held 66,673 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,673 shares
    Change vs previous 13F -2,145 shares

    0.52% of the 13F portfolio, value $2,408,878.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 68,818 shares
    Change vs previous 13F -2,616 shares

    0.49% of the 13F portfolio, value $2,001,234.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 71,434 shares
    Change vs previous 13F -354 shares

    0.49% of the 13F portfolio, value $2,034,449.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 71,788 shares
    Change vs previous 13F +774 shares

    0.49% of the 13F portfolio, value $2,002,884.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 71,014 shares
    Change vs previous 13F +1,648 shares

    0.48% of the 13F portfolio, value $1,796,674.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 69,366 shares
    Change vs previous 13F -1,835 shares

    0.53% of the 13F portfolio, value $1,625,251.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 71,201 shares
    Change vs previous 13F +36,972 shares

    0.56% of the 13F portfolio, value $1,841,268.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 34,229 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,762,109.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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