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Westover Capital Advisors, LLC: SCHO position timeline

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

Westover Capital Advisors, LLC held 507,206 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 507,206 shares
    Change vs previous 13F +3,646 shares

    2.03% of the 13F portfolio, value $12,243,953.

    13F-HR 0001483467-26-000003 filed by Westover 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 503,560 shares
    Change vs previous 13F +14,911 shares

    2.25% of the 13F portfolio, value $12,221,401.

    13F-HR 0001483467-26-000002 filed by Westover 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 488,649 shares
    Change vs previous 13F +27,908 shares

    2.17% of the 13F portfolio, value $11,908,376.

    13F-HR 0001483467-26-000001 filed by Westover 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 460,741 shares
    Change vs previous 13F +11,218 shares

    2.08% of the 13F portfolio, value $11,242,080.

    13F-HR 0001483467-25-000009 filed by Westover 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 449,523 shares
    Change vs previous 13F -4,197 shares

    2.19% of the 13F portfolio, value $10,959,370.

    13F-HR 0001483467-25-000008 filed by Westover 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 453,720 shares
    Change vs previous 13F +43,668 shares

    2.45% of the 13F portfolio, value $11,043,545.

    13F-HR 0001262677-25-000002 filed by Westover 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 410,052 shares
    Change vs previous 13F +51,392 shares

    2.17% of the 13F portfolio, value $9,865,851.

    13F-HR 0001483467-25-000002 filed by Westover 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 358,660 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $17,567,166.

    13F-HR 0001762294-24-000004 filed by Westover Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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