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D.B. Root & Company, LLC: SCHM position timeline

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

D.B. Root & Company, LLC held 13,629 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 13,629 shares
    Change vs previous 13F -212 shares

    0.11% of the 13F portfolio, value $502,508.

    13F-HR 0001731717-26-000003 filed by D.B. Root & Company, 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 13,841 shares
    Change vs previous 13F +3,569 shares

    0.1% of the 13F portfolio, value $428,516.

    13F-HR 0001731717-26-000002 filed by D.B. Root & Company, 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 10,272 shares
    Change vs previous 13F -12,145 shares

    0.08% of the 13F portfolio, value $308,877.

    13F-HR 0001731717-26-000001 filed by D.B. Root & Company, 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 22,417 shares
    Change vs previous 13F -35,674 shares

    0.17% of the 13F portfolio, value $664,439.

    13F-HR 0001731717-25-000002 filed by D.B. Root & Company, 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 58,091 shares
    Change vs previous 13F -9,385 shares

    0.48% of the 13F portfolio, value $1,629,460.

    13F-HR 0001172661-25-002672 filed by D.B. Root & Company, 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 67,476 shares
    Change vs previous 13F -12,768 shares

    0.57% of the 13F portfolio, value $1,767,865.

    13F-HR 0001172661-25-001837 filed by D.B. Root & Company, 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 80,244 shares
    Change vs previous 13F +62,230 shares

    0.71% of the 13F portfolio, value $2,223,568.

    13F-HR 0001172661-25-000250 filed by D.B. Root & Company, 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 18,014 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,496,805.

    13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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