Pathstone Holdings, LLC
Holdings in SCHL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $366,286 | 12,362 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $377,761 | 13,797 | Shares | Sole | 2025-11-13 |
| 2025-03-31 | $388,550 | 20,580 | Shares | Sole | 2025-05-15 |
| 2024-09-30 | $391,225 | 12,222 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $305,076 | 8,601 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $333,091 | 8,833 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $348,008 | 9,231 | Shares | Sole | 2024-02-14 |