Balance Wealth Partners LLC: SCHM position timeline

Balance Wealth Partners LLC held 11,904 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 11,904 shares

   Change vs previous 13F -1,130 shares

   0.12% of the 13F portfolio, value $438,892.

   13F-HR 0001754960-26-000596 filed by Balance Wealth Partners LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 13,034 shares

   Change vs previous 13F -168 shares

   0.13% of the 13F portfolio, value $403,562.

   13F-HR 0001754960-26-000281 filed by Balance Wealth Partners LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 13,202 shares

   Change vs previous 13F -466 shares

   0.13% of the 13F portfolio, value $396,985.

   13F-HR 0001754960-26-000102 filed by Balance Wealth Partners LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 13,668 shares

   Change vs previous 13F +3,471 shares

   0.1% of the 13F portfolio, value $405,110.

   13F-HR 0001754960-25-000688 filed by Balance Wealth Partners LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 10,197 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $286,030.

   13F-HR 0001754960-25-000599 filed by Balance Wealth Partners LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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