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Disclosery

Family Legacy Financial Solutions, LLC: SCHM position timeline

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

Family Legacy Financial Solutions, LLC held 378,054 SCHM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 378,054 shares
    Change vs previous 13F +14,060 shares

    7.45% of the 13F portfolio, value $12,861,412.

    13F-HR 0002076068-26-000004 filed by Family Legacy Financial Solutions, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 363,994 shares
    Change vs previous 13F +46,271 shares

    8.18% of the 13F portfolio, value $13,420,465.

    13F-HR 0002076068-26-000003 filed by Family Legacy Financial Solutions, 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 317,723 shares
    Change vs previous 13F +48,630 shares

    8.04% of the 13F portfolio, value $9,928,858.

    13F-HR 0002076068-26-000002 filed by Family Legacy Financial Solutions, 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 269,093 shares
    Change vs previous 13F +44,194 shares

    6.24% of the 13F portfolio, value $8,092,000.

    13F-HR 0002076068-26-000001 filed by Family Legacy Financial Solutions, 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 224,899 shares
    Change vs previous 13F +32,949 shares

    5.1% of the 13F portfolio, value $6,665,992.

    13F-HR 0002076068-25-000002 filed by Family Legacy Financial Solutions, 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 191,950 shares
    Change vs previous 13F not available

    4.57% of the 13F portfolio, value $5,384,216.

    13F-HR 0002076068-25-000001 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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