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Carolina Wealth Advisors, LLC: SCHM position timeline

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

Carolina Wealth Advisors, LLC held 22,910 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,910 shares
    Change vs previous 13F -1,387 shares

    0.33% of the 13F portfolio, value $844,680.

    13F-HR 0001437749-26-023157 filed by Carolina 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 24,297 shares
    Change vs previous 13F -2,645 shares

    0.31% of the 13F portfolio, value $752,250.

    13F-HR 0001437749-26-011555 filed by Carolina 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 26,942 shares
    Change vs previous 13F -2,838 shares

    0.36% of the 13F portfolio, value $810,155.

    13F-HR 0001437749-26-001613 filed by Carolina 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 29,780 shares
    Change vs previous 13F -114,039 shares

    0.38% of the 13F portfolio, value $882,680.

    13F-HR 0001437749-25-030597 filed by Carolina 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 143,819 shares
    Change vs previous 13F -1,762 shares

    1.99% of the 13F portfolio, value $4,034,118.

    13F-HR 0001437749-25-023179 filed by Carolina 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 145,581 shares
    Change vs previous 13F -1,813 shares

    2.06% of the 13F portfolio, value $3,814,224.

    13F-HR 0001437749-25-012892 filed by Carolina 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 147,394 shares
    Change vs previous 13F +93,462 shares

    2.2% of the 13F portfolio, value $4,084,300.

    13F-HR 0001437749-25-001108 filed by Carolina 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 53,932 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $4,481,177.

    13F-HR 0001437749-24-031600 filed by Carolina Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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