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Disclosery

Altus Wealth Group LLC: SCHM position timeline

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

Altus Wealth Group LLC held 10,591 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,591 shares
    Change vs previous 13F +3 shares

    0.14% of the 13F portfolio, value $390,490.

    13F-HR 0001842572-26-000004 filed by Altus Wealth Group 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 10,588 shares
    Change vs previous 13F -177 shares

    0.13% of the 13F portfolio, value $327,804.

    13F-HR 0001842572-26-000003 filed by Altus Wealth Group 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 10,765 shares
    Change vs previous 13F -2,363 shares

    0.13% of the 13F portfolio, value $323,704.

    13F-HR 0001842572-26-000001 filed by Altus Wealth Group 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 13,128 shares
    Change vs previous 13F -1,520 shares

    0.16% of the 13F portfolio, value $389,128.

    13F-HR 0001842572-25-000013 filed by Altus Wealth Group 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 14,648 shares
    Change vs previous 13F -250 shares

    0.18% of the 13F portfolio, value $410,868.

    13F-HR 0001842572-25-000008 filed by Altus Wealth Group 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 14,898 shares
    Change vs previous 13F -116,518 shares

    0.18% of the 13F portfolio, value $390,328.

    13F-HR 0001842572-25-000006 filed by Altus Wealth Group 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 131,416 shares
    Change vs previous 13F +85,938 shares

    1.61% of the 13F portfolio, value $3,641,551.

    13F-HR 0001842572-25-000002 filed by Altus Wealth Group 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 45,478 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $3,778,760.

    13F-HR 0001842572-24-000010 filed by Altus Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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