FAS Wealth Partners, Inc.: SCHM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FAS Wealth Partners, Inc. on SCHM, newest first. How the timeline and the estimate are built.
FAS Wealth Partners, Inc. held 666,751 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 666,751 sharesChange vs previous 13F +39,563 shares
1.28% of the 13F portfolio, value $24,583,118.
13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 627,188 sharesChange vs previous 13F +22,838 shares
1.21% of the 13F portfolio, value $19,417,753.
13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 604,350 sharesChange vs previous 13F +36,811 shares
1.17% of the 13F portfolio, value $18,172,805.
13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 567,539 sharesChange vs previous 13F +7,638 shares
1.14% of the 13F portfolio, value $16,821,848.
13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 559,901 sharesChange vs previous 13F +13,613 shares
1.16% of the 13F portfolio, value $15,705,223.
13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 546,288 sharesChange vs previous 13F +12,154 shares
1.17% of the 13F portfolio, value $14,312,741.
13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 534,134 sharesChange vs previous 13F +349,650 shares
1.24% of the 13F portfolio, value $14,800,847.
13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 184,484 sharesChange vs previous 13F not available
1.22% of the 13F portfolio, value $15,328,758.
13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).