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Chicago Partners Investment Group LLC: SCHM position timeline

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

Chicago Partners Investment Group LLC held 1,096,057 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 1,096,057 shares
    Change vs previous 13F +79,204 shares

    0.77% of the 13F portfolio, value $38,559,277.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment 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 1,016,853 shares
    Change vs previous 13F +64,931 shares

    0.77% of the 13F portfolio, value $34,339,135.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment 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 951,922 shares
    Change vs previous 13F +93,144 shares

    0.75% of the 13F portfolio, value $30,528,135.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment 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 858,778 shares
    Change vs previous 13F +78,192 shares

    0.67% of the 13F portfolio, value $25,660,301.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment 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 780,586 shares
    Change vs previous 13F +53,709 shares

    0.66% of the 13F portfolio, value $22,730,674.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment 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 726,877 shares
    Change vs previous 13F +72,661 shares

    0.63% of the 13F portfolio, value $18,964,232.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment 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 654,216 shares
    Change vs previous 13F +38,553 shares

    0.61% of the 13F portfolio, value $18,285,350.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment 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 615,663 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $17,047,700.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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