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Disclosery

Code Waechter LLC: SCHM position timeline

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

Code Waechter LLC held 135,742 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,742 shares
    Change vs previous 13F -1,015 shares

    2.59% of the 13F portfolio, value $5,004,802.

    13F-HR 0002039212-26-000003 filed by Code Waechter 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 136,757 shares
    Change vs previous 13F -5,321 shares

    2.52% of the 13F portfolio, value $4,234,010.

    13F-HR 0002039212-26-000002 filed by Code Waechter 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 142,078 shares
    Change vs previous 13F -3,303 shares

    2.74% of the 13F portfolio, value $4,272,297.

    13F-HR 0002039212-26-000001 filed by Code Waechter 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 145,381 shares
    Change vs previous 13F -3,322 shares

    2.82% of the 13F portfolio, value $4,323,626.

    13F-HR 0002039212-25-000006 filed by Code Waechter 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 148,703 shares
    Change vs previous 13F -10,394 shares

    2.97% of the 13F portfolio, value $4,171,130.

    13F-HR 0002039212-25-000005 filed by Code Waechter 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 159,097 shares
    Change vs previous 13F +14,808 shares

    3.43% of the 13F portfolio, value $4,168,000.

    13F-HR 0002039212-25-000003 filed by Code Waechter 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 144,289 shares
    Change vs previous 13F +96,258 shares

    3.49% of the 13F portfolio, value $3,998,250.

    13F-HR 0002039212-25-000001 filed by Code Waechter 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 48,031 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $3,991,000.

    13F-HR 0002039212-24-000001 filed by Code Waechter LLC
    Filed (acceptance time not in the bulk data set), ingested

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