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Disclosery

VSM Wealth Advisory, LLC: SCHO position timeline

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

VSM Wealth Advisory, LLC held 20,493 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,493 shares
    Change vs previous 13F -1,751 shares

    0.13% of the 13F portfolio, value $494,701.

    13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, 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 22,244 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $539,870.

    13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, 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 22,243 shares
    Change vs previous 13F -2,975 shares

    0.16% of the 13F portfolio, value $542,056.

    13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, 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 25,218 shares
    Change vs previous 13F -1,129 shares

    0.19% of the 13F portfolio, value $615,313.

    13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, 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 26,347 shares
    Change vs previous 13F -1,705 shares

    0.21% of the 13F portfolio, value $642,328.

    13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, 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 28,052 shares
    Change vs previous 13F -3,321 shares

    0.25% of the 13F portfolio, value $682,782.

    13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, 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 31,373 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $754,838.

    13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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