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Disclosery

Advisory Alpha, LLC: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on SCHM, newest first. How the timeline and the estimate are built.

Advisory Alpha, LLC held 6,983,767 SCHM 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 6,983,767 shares
    Change vs previous 13F -167,760 shares

    6.32% of the 13F portfolio, value $257,493,391.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 7,151,527 shares
    Change vs previous 13F -1,203,553 shares

    6.05% of the 13F portfolio, value $221,412,743.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 8,355,080 shares
    Change vs previous 13F -587,229 shares

    6.84% of the 13F portfolio, value $251,238,821.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 8,942,309 shares
    Change vs previous 13F +568,609 shares

    7.45% of the 13F portfolio, value $267,435,951.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 8,373,700 shares
    Change vs previous 13F +1,072,948 shares

    7.31% of the 13F portfolio, value $234,882,323.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 7,300,752 shares
    Change vs previous 13F +1,581,924 shares

    6.5% of the 13F portfolio, value $191,210,804.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 5,718,828 shares
    Change vs previous 13F +3,782,365 shares

    5.64% of the 13F portfolio, value $158,470,694.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
    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 1,936,463 shares
    Change vs previous 13F not available

    5.72% of the 13F portfolio, value $160,907,004.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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