Skip to content
Disclosery

WFA of San Diego, LLC: SCHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WFA of San Diego, LLC on SCHI, newest first. How the timeline and the estimate are built.

WFA of San Diego, LLC held 144,644 SCHI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,644 shares
    Change vs previous 13F +6,131 shares

    2.64% of the 13F portfolio, value $3,227,008.

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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 138,513 shares
    Change vs previous 13F +14,589 shares

    2.52% of the 13F portfolio, value $3,141,475.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 123,924 shares
    Change vs previous 13F +6,984 shares

    2.08% of the 13F portfolio, value $2,846,534.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, 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 116,940 shares
    Change vs previous 13F +20,210 shares

    1.84% of the 13F portfolio, value $2,698,975.

    13F-HR 0001821407-26-000001 filed by WFA of San Diego, 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 96,730 shares
    Change vs previous 13F +55,288 shares

    1.62% of the 13F portfolio, value $2,201,575.

    13F-HR 0001986042-25-000017 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 41,442 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $1,912,964.

    13F-HR 0001986042-24-000020 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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