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Clear Point Advisors Inc.: SCHM position timeline

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

Clear Point Advisors Inc. held 34,387 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,387 shares
    Change vs previous 13F +2,700 shares

    1.12% of the 13F portfolio, value $1,267,837.

    13F-HR 0001754960-26-000665 filed by Clear Point Advisors Inc.
    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 31,687 shares
    Change vs previous 13F +3,218 shares

    0.76% of the 13F portfolio, value $981,043.

    13F-HR 0001754960-26-000345 filed by Clear Point Advisors Inc.
    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 28,469 shares
    Change vs previous 13F -2,806 shares

    0.66% of the 13F portfolio, value $856,076.

    13F-HR 0001754960-26-000165 filed by Clear Point Advisors Inc.
    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 31,275 shares
    Change vs previous 13F -215 shares

    0.72% of the 13F portfolio, value $926,980.

    13F-HR 0001754960-25-000714 filed by Clear Point Advisors Inc.
    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 31,490 shares
    Change vs previous 13F -2,569 shares

    0.74% of the 13F portfolio, value $883,304.

    13F-HR 0001754960-25-000415 filed by Clear Point Advisors Inc.
    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 34,059 shares
    Change vs previous 13F +24 shares

    0.8% of the 13F portfolio, value $886,852.

    13F-HR 0001754960-25-000225 filed by Clear Point Advisors Inc.
    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 34,035 shares
    Change vs previous 13F +22,633 shares

    0.81% of the 13F portfolio, value $943,115.

    13F-HR 0001754960-25-000091 filed by Clear Point Advisors Inc.
    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 11,402 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $947,440.

    13F-HR 0002010474-24-000005 filed by Clear Point Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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