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Disclosery

BFSG, LLC: SCHM position timeline

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

BFSG, LLC held 50,677 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,677 shares
    Change vs previous 13F -594 shares

    0.17% of the 13F portfolio, value $1,868,444.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 51,271 shares
    Change vs previous 13F -542 shares

    0.15% of the 13F portfolio, value $1,587,351.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 51,813 shares
    Change vs previous 13F -2,388 shares

    0.15% of the 13F portfolio, value $1,558,014.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 54,201 shares
    Change vs previous 13F +233 shares

    0.16% of the 13F portfolio, value $1,606,508.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 53,968 shares
    Change vs previous 13F +1,767 shares

    0.17% of the 13F portfolio, value $1,513,789.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 52,201 shares
    Change vs previous 13F -308 shares

    0.17% of the 13F portfolio, value $1,367,654.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 52,509 shares
    Change vs previous 13F +35,002 shares

    0.17% of the 13F portfolio, value $1,455,026.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 17,507 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,454,631.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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