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OSAIC HOLDINGS, INC.: SCHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on SCHI, newest first. How the timeline and the estimate are built.

OSAIC HOLDINGS, INC. held 81,343 SCHI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,343 shares
    Change vs previous 13F +7,937 shares

    <0.01% of the 13F portfolio, value $1,841,705.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    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 73,406 shares
    Change vs previous 13F -5,436 shares

    <0.01% of the 13F portfolio, value $1,664,857.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    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 78,842 shares
    Change vs previous 13F +1,414 shares

    <0.01% of the 13F portfolio, value $1,811,055.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    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 77,428 shares
    Change vs previous 13F +38,169 shares

    <0.01% of the 13F portfolio, value $1,782,599.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    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/A 39,259 shares
    Change vs previous 13F +15,814 shares

    <0.01% of the 13F portfolio, value $893,428.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    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 23,445 shares
    Change vs previous 13F -3,547 shares

    <0.01% of the 13F portfolio, value $526,622.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    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/A 26,992 shares
    Change vs previous 13F +8,272 shares

    <0.01% of the 13F portfolio, value $595,748.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    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 18,720 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $864,202.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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