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Disclosery

West Coast Financial LLC: SCHO position timeline

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

West Coast Financial LLC held 0 SCHO shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,033,672 shares

    13F-HR 0001085146-25-005117 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 3,033,672 shares
    Change vs previous 13F +576,197 shares

    8.43% of the 13F portfolio, value $73,839,580.

    13F-HR 0001085146-25-002043 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 2,457,475 shares
    Change vs previous 13F +1,520,253 shares

    6.51% of the 13F portfolio, value $59,126,856.

    13F-HR 0001085146-25-000186 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 937,222 shares
    Change vs previous 13F +151,387 shares

    5.05% of the 13F portfolio, value $45,905,145.

    13F-HR 0001085146-24-004750 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 785,835 shares
    Change vs previous 13F +148,021 shares

    4.48% of the 13F portfolio, value $37,822,232.

    13F-HR 0001085146-24-003128 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 637,814 shares
    Change vs previous 13F +194,989 shares

    3.73% of the 13F portfolio, value $30,749,003.

    13F-HR 0001085146-24-001760 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 442,825 shares
    Change vs previous 13F +65,187 shares

    2.82% of the 13F portfolio, value $21,454,914.

    13F-HR 0001085146-24-000208 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 377,638 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $18,085,098.

    13F-HR 0001085146-23-004057 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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