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Disclosery

OneAscent Financial Services LLC: SCHP position timeline

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

OneAscent Financial Services LLC held 399,721 SCHP 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 399,721 shares
    Change vs previous 13F +25,333 shares

    0.51% of the 13F portfolio, value $10,592,598.

    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 374,388 shares
    Change vs previous 13F +119,797 shares

    0.54% of the 13F portfolio, value $9,962,457.

    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 254,591 shares
    Change vs previous 13F +51,282 shares

    0.62% of the 13F portfolio, value $6,744,118.

    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 203,309 shares
    Change vs previous 13F +45,400 shares

    0.67% of the 13F portfolio, value $5,479,181.

    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 157,909 shares
    Change vs previous 13F -139,271 shares

    0.3% of the 13F portfolio, value $4,212,000.

    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 297,180 shares
    Change vs previous 13F +152,361 shares

    0.52% of the 13F portfolio, value $7,994,000.

    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 144,819 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,741,000.

    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).