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Diversify Advisory Services, LLC: SCHO position timeline

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

Diversify Advisory Services, LLC held 73,480 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,480 shares
    Change vs previous 13F -460,886 shares

    0.01% of the 13F portfolio, value $1,767,952.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 36,740 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 36,740 shares

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

  2. period ended2026-03-31
    13F 534,366 shares
    Change vs previous 13F -9,278 shares

    0.23% of the 13F portfolio, value $12,947,683.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 534,366 shares

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

  3. period ended2025-12-31
    13F 543,644 shares
    Change vs previous 13F +4,099 shares

    0.25% of the 13F portfolio, value $13,248,334.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 27,040 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 516,604 shares

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

  4. period ended2025-09-30
    13F 539,545 shares
    Change vs previous 13F -62,237 shares

    0.28% of the 13F portfolio, value $13,127,124.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 46,027 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 493,518 shares

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

  5. period ended2025-06-30
    13F 601,782 shares
    Change vs previous 13F +140,417 shares

    0.35% of the 13F portfolio, value $14,629,321.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 115,078 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 486,704 shares

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

  6. period ended2025-03-31
    13F 461,365 shares
    Change vs previous 13F -17,024 shares

    0.84% of the 13F portfolio, value $11,271,144.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, 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 478,389 shares
    Change vs previous 13F -73,606 shares

    0.9% of the 13F portfolio, value $11,529,184.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, 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 551,995 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $13,402,437.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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