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Clearstead Advisors, LLC: SCHM position timeline

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

Clearstead Advisors, LLC held 347,443 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 347,443 shares
    Change vs previous 13F -2,086 shares

    0.12% of the 13F portfolio, value $12,810,199.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 349,529 shares
    Change vs previous 13F +2,998 shares

    0.1% of the 13F portfolio, value $10,821,442.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 346,531 shares
    Change vs previous 13F -7,152 shares

    0.13% of the 13F portfolio, value $10,420,185.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 353,683 shares
    Change vs previous 13F -2,038 shares

    0.15% of the 13F portfolio, value $10,483,158.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 355,721 shares
    Change vs previous 13F -27,969 shares

    0.14% of the 13F portfolio, value $9,977,964.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 383,690 shares
    Change vs previous 13F +18,123 shares

    0.16% of the 13F portfolio, value $10,052,680.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 365,567 shares
    Change vs previous 13F +235,418 shares

    0.15% of the 13F portfolio, value $10,129,862.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 130,149 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $10,814,028.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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