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Disclosery

Columbia River Financial Group, LLC: SCHM position timeline

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

Columbia River Financial Group, LLC held 53,950 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,950 shares
    Change vs previous 13F -15,612 shares

    1.07% of the 13F portfolio, value $1,989,000.

    13F-HR 0002057074-26-000004 filed by Columbia River Financial Group, 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 69,562 shares
    Change vs previous 13F +1,340 shares

    1.25% of the 13F portfolio, value $2,153,000.

    13F-HR 0002057074-26-000002 filed by Columbia River 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 ended2025-12-31
    13F 68,222 shares
    Change vs previous 13F +1,287 shares

    1.26% of the 13F portfolio, value $2,051,000.

    13F-HR 0002057074-26-000001 filed by Columbia River 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 ended2025-09-30
    13F 66,935 shares
    Change vs previous 13F -9,783 shares

    1.22% of the 13F portfolio, value $1,986,000.

    13F-HR 0002057074-25-000005 filed by Columbia River 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 ended2025-06-30
    13F 76,718 shares
    Change vs previous 13F +3,269 shares

    1.42% of the 13F portfolio, value $2,191,000.

    13F-HR 0002060492-25-000002 filed by Columbia River 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 ended2025-03-31
    13F 73,449 shares
    Change vs previous 13F -20 shares

    1.29% of the 13F portfolio, value $1,924,000.

    13F-HR 0002057074-25-000002 filed by Columbia River 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 ended2024-12-31
    13F 73,469 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,035,000.

    13F-HR 0002057074-25-000001 filed by Columbia River Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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