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Disclosery

WBH ADVISORY INC: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBH ADVISORY INC on SCHO, newest first. How the timeline and the estimate are built.

WBH ADVISORY INC held 239,495 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 239,495 shares
    Change vs previous 13F +121,323 shares

    0.39% of the 13F portfolio, value $5,781,418.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 118,172 shares
    Change vs previous 13F -5,223 shares

    0.21% of the 13F portfolio, value $2,859,761.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 123,395 shares
    Change vs previous 13F -2,069 shares

    0.22% of the 13F portfolio, value $3,007,125.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    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 125,464 shares
    Change vs previous 13F +1,893 shares

    0.23% of the 13F portfolio, value $3,061,317.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    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 123,571 shares
    Change vs previous 13F -3,418 shares

    0.26% of the 13F portfolio, value $3,012,668.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    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 126,989 shares
    Change vs previous 13F +2,971 shares

    0.29% of the 13F portfolio, value $3,090,918.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 124,018 shares
    Change vs previous 13F +60,519 shares

    0.28% of the 13F portfolio, value $2,983,877.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 63,499 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,110,157.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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