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Disclosery

Advisor OS, LLC: SCHA position timeline

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

Advisor OS, LLC held 76,396 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,396 shares
    Change vs previous 13F +2,776 shares

    0.18% of the 13F portfolio, value $2,760,160.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 73,620 shares
    Change vs previous 13F -17,896 shares

    0.16% of the 13F portfolio, value $2,140,874.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 91,516 shares
    Change vs previous 13F +29,093 shares

    0.21% of the 13F portfolio, value $2,606,368.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 62,423 shares
    Change vs previous 13F -4,197 shares

    0.15% of the 13F portfolio, value $1,741,588.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 66,620 shares
    Change vs previous 13F +14,649 shares

    0.17% of the 13F portfolio, value $1,685,464.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 51,971 shares
    Change vs previous 13F +5,645 shares

    0.14% of the 13F portfolio, value $1,217,675.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 46,326 shares
    Change vs previous 13F +24,127 shares

    0.14% of the 13F portfolio, value $1,197,989.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 22,199 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,143,239.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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