Skip to content

Clayton Financial Group LLC: SCHM position timeline

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

Clayton Financial Group LLC held 8,103 SCHM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,103 shares
    Change vs previous 13F +7 shares

    0.14% of the 13F portfolio, value $275,661.

    13F-HR 0002011212-26-000005 filed by Clayton Financial Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,096 shares
    Change vs previous 13F -430 shares

    0.17% of the 13F portfolio, value $298,483.

    13F-HR 0002011212-26-000004 filed by Clayton Financial 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 ended2026-03-31
    13F 8,526 shares
    Change vs previous 13F +20 shares

    0.14% of the 13F portfolio, value $263,979.

    13F-HR 0002011212-26-000002 filed by Clayton Financial 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 ended2025-12-31
    13F 8,506 shares
    Change vs previous 13F +21 shares

    0.13% of the 13F portfolio, value $255,779.

    13F-HR 0002011212-26-000001 filed by Clayton Financial 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 ended2025-09-30
    13F 8,485 shares
    Change vs previous 13F +931 shares

    0.18% of the 13F portfolio, value $251,502.

    13F-HR 0002011212-25-000007 filed by Clayton Financial 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 ended2025-06-30
    13F 7,554 shares
    Change vs previous 13F -81,782 shares

    0.25% of the 13F portfolio, value $211,882.

    13F-HR 0002011212-25-000006 filed by Clayton Financial 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 ended2025-03-31
    13F 89,336 shares
    Change vs previous 13F +1,921 shares

    0.86% of the 13F portfolio, value $2,340,614.

    13F-HR 0002011212-25-000004 filed by Clayton Financial 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 ended2024-12-31
    13F 87,415 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,422,265.

    13F-HR 0002011212-25-000001 filed by Clayton Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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