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Disclosery

SWS Partners: SCHH position timeline

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

SWS Partners held 164,597 SCHH 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 164,597 shares
    Change vs previous 13F -603 shares

    0.84% of the 13F portfolio, value $3,897,666.

    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 165,200 shares
    Change vs previous 13F -2,432 shares

    0.88% of the 13F portfolio, value $3,550,139.

    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 167,632 shares
    Change vs previous 13F +6,056 shares

    0.85% of the 13F portfolio, value $3,501,841.

    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 161,576 shares
    Change vs previous 13F +17,784 shares

    0.85% of the 13F portfolio, value $3,485,196.

    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 143,792 shares
    Change vs previous 13F +957 shares

    0.82% of the 13F portfolio, value $3,042,639.

    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 142,835 shares
    Change vs previous 13F -1,721 shares

    1.01% of the 13F portfolio, value $3,072,387.

    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 144,556 shares
    Change vs previous 13F +29,354 shares

    0.92% of the 13F portfolio, value $3,044,350.

    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 115,202 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,669,219.

    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).