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Disclosery

CHOREO, LLC: SCHM position timeline

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

CHOREO, LLC held 871,833 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 871,833 shares
    Change vs previous 13F -15,074 shares

    0.35% of the 13F portfolio, value $32,144,467.

    13F-HR 0001214659-26-009507 filed by CHOREO, 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 886,907 shares
    Change vs previous 13F +809,389 shares

    0.34% of the 13F portfolio, value $27,458,651.

    13F-HR 0001214659-26-006019 filed by CHOREO, 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 77,518 shares
    Change vs previous 13F -2,462 shares

    0.03% of the 13F portfolio, value $2,354,989.

    13F-HR 0001214659-26-000775 filed by CHOREO, 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 79,980 shares
    Change vs previous 13F -27,362 shares

    0.03% of the 13F portfolio, value $2,370,615.

    13F-HR 0001214659-25-016169 filed by CHOREO, 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 107,342 shares
    Change vs previous 13F +17,432 shares

    0.04% of the 13F portfolio, value $3,010,940.

    13F-HR 0001214659-25-011879 filed by CHOREO, 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 89,910 shares
    Change vs previous 13F -3,715 shares

    0.04% of the 13F portfolio, value $2,355,646.

    13F-HR 0001214659-25-006995 filed by CHOREO, 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 93,625 shares
    Change vs previous 13F +64,978 shares

    0.04% of the 13F portfolio, value $2,593,915.

    13F-HR 0001214659-25-001353 filed by CHOREO, 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 28,647 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,363,648.

    13F-HR 0001214659-24-018521 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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