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Disclosery

Financial Management, Inc.: SCHP position timeline

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

Financial Management, Inc. held 167,507 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 167,507 shares
    Change vs previous 13F +10,119 shares

    3.64% of the 13F portfolio, value $4,438,931.

    13F-HR 0002143070-26-000003 filed by Financial Management, Inc.
    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 157,388 shares
    Change vs previous 13F +6,423 shares

    3.93% of the 13F portfolio, value $4,188,090.

    13F-HR 0002143070-26-000002 filed by Financial Management, Inc.
    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 150,965 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $3,999,050.

    13F-HR 0002143070-26-000001 filed by Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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