Skip to content
Disclosery

Financial Advisory Group: SCHM position timeline

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

Financial Advisory Group held 37,919 SCHM shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 37,919 shares
    Change vs previous 13F -120 shares

    0.54% of the 13F portfolio, value $3,087,751.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 38,039 shares
    Change vs previous 13F -450 shares

    0.54% of the 13F portfolio, value $2,865,098.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 38,489 shares
    Change vs previous 13F +222 shares

    0.54% of the 13F portfolio, value $2,604,928.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 38,267 shares
    Change vs previous 13F +3,198 shares

    0.54% of the 13F portfolio, value $2,718,090.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 35,069 shares
    Change vs previous 13F +1,984 shares

    0.48% of the 13F portfolio, value $2,379,410.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 33,085 shares
    Change vs previous 13F +8,953 shares

    0.46% of the 13F portfolio, value $2,171,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 24,132 shares
    Change vs previous 13F +4,039 shares

    0.33% of the 13F portfolio, value $1,461,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 20,093 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,260,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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