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Disclosery

David Wealth Management LLC: SCHM position timeline

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

David Wealth Management LLC held 16,082 SCHM shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 16,082 shares
    Change vs previous 13F +4,978 shares

    0.34% of the 13F portfolio, value $451,103.

    13F-HR 0001172661-25-002680 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 11,104 shares
    Change vs previous 13F +217 shares

    0.24% of the 13F portfolio, value $290,922.

    13F-HR 0001172661-25-001498 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 10,887 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $301,689.

    13F-HR 0001172661-25-000402 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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