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Disclosery

Element Wealth, LLC: SCHM position timeline

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

Element Wealth, LLC held 106,022 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,022 shares
    Change vs previous 13F -281 shares

    1.47% of the 13F portfolio, value $3,909,023.

    13F-HR 0001398344-26-014580 filed by Element Wealth, 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 106,303 shares
    Change vs previous 13F +79 shares

    1.36% of the 13F portfolio, value $3,291,142.

    13F-HR 0001398344-26-008170 filed by Element 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 ended2025-12-31
    13F 106,224 shares
    Change vs previous 13F -1,063 shares

    1.32% of the 13F portfolio, value $3,194,145.

    13F-HR 0001398344-26-003058 filed by Element 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 ended2025-09-30
    13F 107,287 shares
    Change vs previous 13F -4,282 shares

    1.39% of the 13F portfolio, value $3,179,985.

    13F-HR 0001398344-25-019962 filed by Element 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 ended2025-06-30
    13F 111,569 shares
    Change vs previous 13F -2,453 shares

    1.44% of the 13F portfolio, value $3,129,518.

    13F-HR 0001398344-25-013585 filed by Element 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 ended2025-03-31
    13F 114,022 shares
    Change vs previous 13F -1,719 shares

    1.6% of the 13F portfolio, value $2,987,368.

    13F-HR 0001398344-25-008003 filed by Element 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 ended2024-12-31
    13F 115,741 shares
    Change vs previous 13F +77,010 shares

    1.68% of the 13F portfolio, value $3,207,185.

    13F-HR 0001398344-25-001751 filed by Element 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 ended2024-09-30
    13F 38,731 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $3,218,190.

    13F-HR 0001398344-24-019229 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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