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Disclosery

Allworth Financial LP: SCHM position timeline

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

Allworth Financial LP held 292,552 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 292,552 shares
    Change vs previous 13F -16,872 shares

    0.05% of the 13F portfolio, value $10,786,383.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 309,424 shares
    Change vs previous 13F -11,660 shares

    0.04% of the 13F portfolio, value $9,579,767.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 321,084 shares
    Change vs previous 13F +2,288 shares

    0.04% of the 13F portfolio, value $9,654,997.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 318,796 shares
    Change vs previous 13F -7,001 shares

    0.04% of the 13F portfolio, value $9,449,125.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 325,797 shares
    Change vs previous 13F -7,703 shares

    0.04% of the 13F portfolio, value $9,138,609.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 333,500 shares
    Change vs previous 13F +102,271 shares

    0.05% of the 13F portfolio, value $8,480,897.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 231,229 shares
    Change vs previous 13F +174,011 shares

    0.04% of the 13F portfolio, value $6,738,001.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 57,218 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,754,276.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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