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Disclosery

WorthPointe, LLC: SCHR position timeline

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

WorthPointe, LLC held 569,571 SCHR 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 569,571 shares
    Change vs previous 13F +12,840 shares

    3.53% of the 13F portfolio, value $14,045,609.

    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 556,731 shares
    Change vs previous 13F +97,228 shares

    3.78% of the 13F portfolio, value $13,868,163.

    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 459,503 shares
    Change vs previous 13F +413,291 shares

    3.03% of the 13F portfolio, value $11,524,332.

    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 46,212 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,161,308.

    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).