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Disclosery

Tradition Wealth Management, LLC: SCHA position timeline

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

Tradition Wealth Management, LLC held 405,312 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 405,312 shares
    Change vs previous 13F +408 shares

    0.9% of the 13F portfolio, value $14,643,937.

    13F-HR 0001843010-26-000004 filed by Tradition Wealth Management, 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 404,904 shares
    Change vs previous 13F +6,974 shares

    0.84% of the 13F portfolio, value $11,774,605.

    13F-HR 0001843010-26-000003 filed by Tradition Wealth Management, 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 397,930 shares
    Change vs previous 13F -5,121 shares

    0.81% of the 13F portfolio, value $11,333,060.

    13F-HR 0001843010-26-000001 filed by Tradition Wealth Management, 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 403,051 shares
    Change vs previous 13F -13,777 shares

    0.83% of the 13F portfolio, value $11,245,122.

    13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, 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 416,828 shares
    Change vs previous 13F -16,651 shares

    0.84% of the 13F portfolio, value $10,545,741.

    13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, 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 433,479 shares
    Change vs previous 13F -2,003 shares

    0.89% of the 13F portfolio, value $10,156,422.

    13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, 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 435,482 shares
    Change vs previous 13F +217,800 shares

    0.99% of the 13F portfolio, value $11,261,554.

    13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, 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 217,682 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $11,210,632.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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