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Disclosery

CARY STREET PARTNERS ASSET MANAGEMENT LLC: SCHA position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 10,585 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,585 shares
    Change vs previous 13F -351 shares

    0.01% of the 13F portfolio, value $382,419.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 10,573 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 12 shares

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

  2. period ended2026-03-31
    13F 10,936 shares
    Change vs previous 13F -4,636 shares

    0.01% of the 13F portfolio, value $318,005.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 10,675 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 261 shares

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

  3. period ended2025-12-31
    13F 15,572 shares
    Change vs previous 13F +3,853 shares

    0.01% of the 13F portfolio, value $443,503.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 15,308 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 264 shares

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

  4. period ended2025-09-30
    13F 11,719 shares
    Change vs previous 13F +224 shares

    0.01% of the 13F portfolio, value $326,947.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 11,455 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 264 shares

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

  5. period ended2025-06-30
    13F 11,495 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $290,817.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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