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Verdence Capital Advisors LLC: SCHO position timeline

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

Verdence Capital Advisors LLC held 117,506 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,506 shares
    Change vs previous 13F -4,029 shares

    0.15% of the 13F portfolio, value $2,836,595.

    13F-HR 0001719305-26-000004 filed by Verdence Capital 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 121,535 shares
    Change vs previous 13F -5,973 shares

    0.17% of the 13F portfolio, value $2,949,654.

    13F-HR 0001719305-26-000003 filed by Verdence Capital 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 127,508 shares
    Change vs previous 13F -832 shares

    0.18% of the 13F portfolio, value $3,107,370.

    13F-HR 0001719305-26-000002 filed by Verdence Capital 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 128,340 shares
    Change vs previous 13F +16,822 shares

    0.18% of the 13F portfolio, value $3,136,629.

    13F-HR 0001719305-25-000008 filed by Verdence Capital 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 111,518 shares
    Change vs previous 13F +22,406 shares

    0.19% of the 13F portfolio, value $2,718,809.

    13F-HR 0001719305-25-000005 filed by Verdence Capital 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 89,112 shares
    Change vs previous 13F +67,393 shares

    0.17% of the 13F portfolio, value $2,168,986.

    13F-HR 0001719305-25-000004 filed by Verdence Capital 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 21,719 shares
    Change vs previous 13F +11,120 shares

    0.04% of the 13F portfolio, value $522,559.

    13F-HR 0001719305-25-000002 filed by Verdence Capital 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 10,599 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $519,163.

    13F-HR 0001719305-24-000007 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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