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Bristlecone Advisors, LLC: SCHM position timeline

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

Bristlecone Advisors, LLC held 109,703 SCHM shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 109,703 shares
    Change vs previous 13F -403 shares

    0.27% of the 13F portfolio, value $3,251,607.

    13F-HR 0001671716-25-000004 filed by Bristlecone 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 ended2025-06-30
    13F 110,106 shares
    Change vs previous 13F -2,827 shares

    0.26% of the 13F portfolio, value $3,088,462.

    13F-HR 0001398344-25-014361 filed by Bristlecone 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 ended2025-03-31
    13F 112,933 shares
    Change vs previous 13F -187 shares

    0.24% of the 13F portfolio, value $2,958,832.

    13F-HR 0001398344-25-009163 filed by Bristlecone 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 ended2024-12-31
    13F 113,120 shares
    Change vs previous 13F +75,643 shares

    0.24% of the 13F portfolio, value $3,134,552.

    13F-HR 0001398344-25-001325 filed by Bristlecone 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 ended2024-09-30
    13F 37,477 shares
    Change vs previous 13F +1,511 shares

    0.25% of the 13F portfolio, value $3,113,977.

    13F-HR 0001398344-24-019318 filed by Bristlecone 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 ended2024-06-30
    13F 35,966 shares
    Change vs previous 13F -573 shares

    0.24% of the 13F portfolio, value $2,799,231.

    13F-HR 0001398344-24-013068 filed by Bristlecone 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 ended2024-03-31
    13F 36,539 shares
    Change vs previous 13F -67 shares

    0.26% of the 13F portfolio, value $2,975,367.

    13F-HR 0001398344-24-007419 filed by Bristlecone 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 ended2023-12-31
    13F 36,606 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,757,182.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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