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Bleakley Financial Group, LLC: SCHM position timeline

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

Bleakley Financial Group, LLC held 675,122 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 675,122 shares
    Change vs previous 13F +32,209 shares

    0.32% of the 13F portfolio, value $24,891,732.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial 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 642,913 shares
    Change vs previous 13F -8,322 shares

    0.31% of the 13F portfolio, value $19,904,590.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial 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 651,235 shares
    Change vs previous 13F +19,970 shares

    0.34% of the 13F portfolio, value $19,582,647.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial 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 631,265 shares
    Change vs previous 13F +9,827 shares

    0.43% of the 13F portfolio, value $18,710,693.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial 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 621,438 shares
    Change vs previous 13F +99,855 shares

    0.44% of the 13F portfolio, value $17,431,331.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial 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 521,583 shares
    Change vs previous 13F +3,174 shares

    0.44% of the 13F portfolio, value $13,665,464.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial 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 518,409 shares
    Change vs previous 13F +327,615 shares

    0.43% of the 13F portfolio, value $14,365,100.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial 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 190,794 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $15,853,032.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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