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SWS Partners: SCHR position timeline

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

SWS Partners held 736,384 SCHR 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 736,384 shares
    Change vs previous 13F +17,456 shares

    3.92% of the 13F portfolio, value $18,159,240.

    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 718,928 shares
    Change vs previous 13F +72,623 shares

    4.42% of the 13F portfolio, value $17,908,485.

    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 646,305 shares
    Change vs previous 13F +21,743 shares

    3.91% of the 13F portfolio, value $16,209,334.

    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 624,562 shares
    Change vs previous 13F +50,617 shares

    3.83% of the 13F portfolio, value $15,695,250.

    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 573,945 shares
    Change vs previous 13F +47,236 shares

    3.88% of the 13F portfolio, value $14,365,857.

    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 526,709 shares
    Change vs previous 13F +57,011 shares

    4.3% of the 13F portfolio, value $13,093,989.

    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 469,698 shares
    Change vs previous 13F +271,437 shares

    3.45% of the 13F portfolio, value $11,408,973.

    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 198,261 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $10,032,691.

    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).