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BlueChip Wealth Advisors LLC: SCHM position timeline

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

BlueChip Wealth Advisors LLC held 29,490 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,490 shares
    Change vs previous 13F -123 shares

    0.41% of the 13F portfolio, value $1,087,302.

    13F-HR 0002015578-26-000008 filed by BlueChip Wealth Advisors 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 29,613 shares
    Change vs previous 13F +2,202 shares

    0.4% of the 13F portfolio, value $916,812.

    13F-HR 0002015578-26-000004 filed by BlueChip Wealth Advisors 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 27,411 shares
    Change vs previous 13F -396 shares

    0.35% of the 13F portfolio, value $824,242.

    13F-HR 0002015578-26-000002 filed by BlueChip Wealth Advisors 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 27,807 shares
    Change vs previous 13F -200 shares

    0.35% of the 13F portfolio, value $824,209.

    13F-HR 0002015578-25-000005 filed by BlueChip Wealth Advisors 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 28,007 shares
    Change vs previous 13F -204 shares

    0.35% of the 13F portfolio, value $785,590.

    13F-HR 0001085146-25-004332 filed by BlueChip Wealth Advisors 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 28,211 shares
    Change vs previous 13F -4,964 shares

    0.36% of the 13F portfolio, value $739,147.

    13F-HR 0001085146-25-002624 filed by BlueChip Wealth Advisors 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 33,175 shares
    Change vs previous 13F +22,394 shares

    0.51% of the 13F portfolio, value $919,274.

    13F-HR 0001085146-25-001054 filed by BlueChip Wealth Advisors 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 10,781 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $895,949.

    13F-HR 0001085146-24-005754 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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