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Worth Asset Management, LLC: SCHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Worth Asset Management, LLC on SCHE, newest first. How the timeline and the estimate are built.

Worth Asset Management, LLC held 26,410 SCHE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,410 shares
    Change vs previous 13F -9,101 shares

    0.28% of the 13F portfolio, value $962,645.

    13F-HR 0001927285-26-000007 filed by Worth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,511 shares
    Change vs previous 13F +15,851 shares

    0.41% of the 13F portfolio, value $1,287,628.

    13F-HR 0001927285-26-000005 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,660 shares
    Change vs previous 13F +2,188 shares

    0.24% of the 13F portfolio, value $647,797.

    13F-HR 0001927285-26-000003 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,472 shares
    Change vs previous 13F +97 shares

    0.24% of the 13F portfolio, value $572,208.

    13F-HR 0001927285-26-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,375 shares
    Change vs previous 13F +1,581 shares

    0.26% of the 13F portfolio, value $579,804.

    13F-HR 0001927285-25-000006 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,794 shares
    Change vs previous 13F +2,914 shares

    0.23% of the 13F portfolio, value $476,032.

    13F-HR 0001927285-25-000005 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 12,880 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $355,102.

    13F-HR 0001927285-25-000002 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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