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Disclosery

Councilor Wealth, LLC: SCHM position timeline

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

Councilor Wealth, LLC held 111,153 SCHM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 111,153 shares
    Change vs previous 13F -3,960 shares

    1.56% of the 13F portfolio, value $3,781,436.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 115,113 shares
    Change vs previous 13F -3,286 shares

    1.72% of the 13F portfolio, value $4,244,241.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, 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 118,399 shares
    Change vs previous 13F -733 shares

    1.78% of the 13F portfolio, value $3,665,660.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, 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 119,132 shares
    Change vs previous 13F -2,434 shares

    1.69% of the 13F portfolio, value $3,582,311.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, 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 121,566 shares
    Change vs previous 13F -31,774 shares

    1.67% of the 13F portfolio, value $3,603,208.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, 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 153,340 shares
    Change vs previous 13F -78,034 shares

    2.01% of the 13F portfolio, value $4,301,197.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, 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 231,374 shares
    Change vs previous 13F -29,940 shares

    3.02% of the 13F portfolio, value $6,062,021.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, 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 261,314 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $7,241,038.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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