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Disclosery

OneAscent Financial Services LLC: SCHO position timeline

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

OneAscent Financial Services LLC held 95,528 SCHO 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 95,528 shares
    Change vs previous 13F +3,592 shares

    0.11% of the 13F portfolio, value $2,306,041.

    13F-HR 0001780985-26-000003 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).

  2. period ended2026-03-31
    13F 91,936 shares
    Change vs previous 13F +17,507 shares

    0.12% of the 13F portfolio, value $2,231,284.

    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 74,429 shares
    Change vs previous 13F +1,511 shares

    0.17% of the 13F portfolio, value $1,813,824.

    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 72,918 shares
    Change vs previous 13F -4,586 shares

    0.22% of the 13F portfolio, value $1,779,193.

    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 77,504 shares
    Change vs previous 13F -144,171 shares

    0.13% of the 13F portfolio, value $1,890,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 77,504 shares
    • OneAscent Family Office, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 221,675 shares
    Change vs previous 13F +32,474 shares

    0.33% of the 13F portfolio, value $5,395,000.

    13F-HR 0002055812-25-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 40,599 shares
    • OneAscent Family Office, LLC: 181,076 shares

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

  7. period ended2024-12-31
    13F 189,201 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,552,000.

    13F-HR 0002055812-25-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 9,425 shares
    • OneAscent Family Office, LLC: 179,776 shares

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