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Disclosery

Five Pine Wealth Management: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Five Pine Wealth Management on SCHM, newest first. How the timeline and the estimate are built.

Five Pine Wealth Management held 30,382 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,382 shares
    Change vs previous 13F -2,220 shares

    0.63% of the 13F portfolio, value $1,120,175.

    13F-HR 0001754960-26-000761 filed by Five Pine Wealth Management
    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 32,602 shares
    Change vs previous 13F -233 shares

    0.63% of the 13F portfolio, value $1,009,343.

    13F-HR 0001754960-26-000272 filed by Five Pine Wealth Management
    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 32,835 shares
    Change vs previous 13F +83 shares

    0.63% of the 13F portfolio, value $987,355.

    13F-HR 0001754960-26-000103 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 32,752 shares
    Change vs previous 13F -395 shares

    0.66% of the 13F portfolio, value $970,767.

    13F-HR 0001754960-25-000653 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 33,147 shares
    Change vs previous 13F -274 shares

    0.69% of the 13F portfolio, value $929,778.

    13F-HR 0001754960-25-000394 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 33,421 shares
    Change vs previous 13F -3,307 shares

    0.71% of the 13F portfolio, value $875,621.

    13F-HR 0001754960-25-000219 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 36,728 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,017,736.

    13F-HR 0001754960-25-000059 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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