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Vista Cima Wealth Management LLC: SCHO position timeline

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

Vista Cima Wealth Management LLC held 34,346 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,346 shares
    Change vs previous 13F -799 shares

    0.62% of the 13F portfolio, value $829,112.

    13F-HR 0002055907-26-000003 filed by Vista Cima 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 35,145 shares
    Change vs previous 13F -8,027 shares

    0.84% of the 13F portfolio, value $852,969.

    13F-HR 0002055907-26-000002 filed by Vista Cima 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 43,172 shares
    Change vs previous 13F +283 shares

    0.88% of the 13F portfolio, value $1,052,102.

    13F-HR 0002055907-26-000001 filed by Vista Cima 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 42,889 shares
    Change vs previous 13F +2,084 shares

    0.87% of the 13F portfolio, value $1,046,492.

    13F-HR 0002055907-25-000005 filed by Vista Cima 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 40,805 shares
    Change vs previous 13F +422 shares

    0.93% of the 13F portfolio, value $994,826.

    13F-HR 0001085146-25-004790 filed by Vista Cima 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/A 40,383 shares
    Change vs previous 13F +3,321 shares

    1.06% of the 13F portfolio, value $982,922.

    13F-HR/A 0001085146-25-003411 filed by Vista Cima 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 37,062 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $891,712.

    13F-HR 0001085146-25-001685 filed by Vista Cima Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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