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Disclosery

OneAscent Financial Services LLC: SCHE position timeline

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

OneAscent Financial Services LLC held 31,236 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,236 shares
    Change vs previous 13F +5,176 shares

    0.05% of the 13F portfolio, value $1,132,593.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 25,655 shares
    • OneAscent Wealth Management LLC: 5,581 shares

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

  2. period ended2026-03-31
    13F 26,060 shares
    Change vs previous 13F +35 shares

    0.05% of the 13F portfolio, value $858,663.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services 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 26,025 shares
    Change vs previous 13F -863 shares

    0.08% of the 13F portfolio, value $852,306.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services 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/A 26,888 shares
    Change vs previous 13F -250 shares

    0.11% of the 13F portfolio, value $897,245.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services 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 27,138 shares
    Change vs previous 13F -28,714 shares

    0.06% of the 13F portfolio, value $818,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services 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 55,852 shares
    Change vs previous 13F +26,795 shares

    0.1% of the 13F portfolio, value $1,540,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services 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 29,057 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $774,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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