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True Link Financial Advisors, LLC: SCHO position timeline

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

True Link Financial Advisors, LLC held 58,937 SCHO shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 58,937 shares
    Change vs previous 13F -16,341 shares

    0.08% of the 13F portfolio, value $1,422,739.

    13F-HR/A 0001846236-26-000006 filed by True Link Financial Advisors, 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/A 75,278 shares
    Change vs previous 13F +11,349 shares

    0.11% of the 13F portfolio, value $1,826,997.

    13F-HR/A 0001846236-26-000003 filed by True Link Financial Advisors, 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 63,929 shares
    Change vs previous 13F +773 shares

    0.09% of the 13F portfolio, value $1,557,950.

    13F-HR 0001846236-26-000001 filed by True Link Financial Advisors, 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 63,156 shares
    Change vs previous 13F -22,536 shares

    0.1% of the 13F portfolio, value $1,541,006.

    13F-HR 0001846236-25-000009 filed by True Link Financial Advisors, 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 85,692 shares
    Change vs previous 13F +35,162 shares

    0.14% of the 13F portfolio, value $2,089,171.

    13F-HR 0001846236-25-000006 filed by True Link Financial Advisors, 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 50,530 shares
    Change vs previous 13F +12,699 shares

    0.09% of the 13F portfolio, value $1,229,900.

    13F-HR 0001846236-25-000002 filed by True Link Financial Advisors, 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 37,831 shares
    Change vs previous 13F +19,385 shares

    0.08% of the 13F portfolio, value $910,214.

    13F-HR 0001846236-25-000001 filed by True Link Financial Advisors, 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 18,446 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $903,485.

    13F-HR 0001846236-24-000006 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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