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Disclosery

CreativeOne Wealth, LLC: SCHO position timeline

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

CreativeOne Wealth, LLC held 40,783 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,783 shares
    Change vs previous 13F -227,680 shares

    0.02% of the 13F portfolio, value $984,501.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 268,463 shares
    Change vs previous 13F +242,798 shares

    0.15% of the 13F portfolio, value $6,515,580.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 25,665 shares
    Change vs previous 13F -240,570 shares

    0.02% of the 13F portfolio, value $625,446.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 266,235 shares
    Change vs previous 13F -1,359 shares

    0.16% of the 13F portfolio, value $6,496,134.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 267,594 shares
    Change vs previous 13F -735 shares

    0.17% of the 13F portfolio, value $6,523,925.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 268,329 shares
    Change vs previous 13F +11,851 shares

    0.2% of the 13F portfolio, value $6,531,136.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, 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 256,478 shares
    Change vs previous 13F +125,378 shares

    0.19% of the 13F portfolio, value $6,170,845.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, 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 131,100 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,421,290.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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