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Disclosery

WorthPointe, LLC: SCHO position timeline

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

WorthPointe, LLC held 46,491 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,491 shares
    Change vs previous 13F -35,426 shares

    0.28% of the 13F portfolio, value $1,122,295.

    13F-HR 0001172661-26-002988 filed by WorthPointe, 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 81,917 shares
    Change vs previous 13F -58,258 shares

    0.54% of the 13F portfolio, value $1,988,118.

    13F-HR 0001172661-26-001733 filed by WorthPointe, 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 140,175 shares
    Change vs previous 13F +130,923 shares

    0.9% of the 13F portfolio, value $3,416,061.

    13F-HR 0001172661-26-000300 filed by WorthPointe, 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 9,252 shares
    Change vs previous 13F -567 shares

    0.08% of the 13F portfolio, value $225,749.

    13F-HR 0001172661-25-004324 filed by WorthPointe, 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 9,819 shares
    Change vs previous 13F +62 shares

    0.1% of the 13F portfolio, value $239,387.

    13F-HR 0001172661-25-002895 filed by WorthPointe, 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 9,757 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $237,485.

    13F-HR 0001172661-25-001581 filed by WorthPointe, LLC
    Filed (acceptance time not in the bulk data set), ingested

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