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Cetera Investment Advisers: SCHM position timeline

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

Cetera Investment Advisers held 1,418,775 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,418,775 shares
    Change vs previous 13F +133,205 shares

    0.05% of the 13F portfolio, value $52,310,205.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 1,285,570 shares
    Change vs previous 13F +111,937 shares

    0.04% of the 13F portfolio, value $39,801,247.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 1,173,633 shares
    Change vs previous 13F +122,646 shares

    0.04% of the 13F portfolio, value $35,291,147.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 1,050,987 shares
    Change vs previous 13F +490,329 shares

    0.04% of the 13F portfolio, value $31,151,258.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 560,658 shares
    Change vs previous 13F +75,112 shares

    0.03% of the 13F portfolio, value $15,726,458.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 485,546 shares
    Change vs previous 13F -8,974 shares

    0.02% of the 13F portfolio, value $12,721,305.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 494,520 shares
    Change vs previous 13F +336,729 shares

    0.03% of the 13F portfolio, value $13,703,160.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 157,791 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,110,893.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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