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Farther Finance Advisors, LLC: SCHM position timeline

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

Farther Finance Advisors, LLC held 518,625 SCHM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 518,625 shares
    Change vs previous 13F +49,821 shares

    0.12% of the 13F portfolio, value $17,643,623.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 468,804 shares
    Change vs previous 13F +29,185 shares

    0.14% of the 13F portfolio, value $17,284,811.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, 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 439,619 shares
    Change vs previous 13F -99,207 shares

    0.13% of the 13F portfolio, value $13,738,092.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, 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 538,826 shares
    Change vs previous 13F +158,469 shares

    0.17% of the 13F portfolio, value $16,202,483.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, 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 380,357 shares
    Change vs previous 13F +3,647 shares

    0.17% of the 13F portfolio, value $11,273,776.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, 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 376,710 shares
    Change vs previous 13F +24,080 shares

    0.21% of the 13F portfolio, value $10,566,712.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, 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 352,630 shares
    Change vs previous 13F +99,400 shares

    0.24% of the 13F portfolio, value $9,277,705.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, 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 253,230 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,017,016.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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