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FormulaFolio Investments, LLC: SCHM position timeline

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

FormulaFolio Investments, LLC held 245,102 SCHM shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 245,102 shares
    Change vs previous 13F -14,196 shares

    6.41% of the 13F portfolio, value $19,184,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 259,298 shares
    Change vs previous 13F -1,964,183 shares

    6.48% of the 13F portfolio, value $19,935,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 2,223,481 shares
    Change vs previous 13F +1,196,917 shares

    3.18% of the 13F portfolio, value $151,597,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 1,026,564 shares
    Change vs previous 13F -305,733 shares

    2.19% of the 13F portfolio, value $56,954,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 1,332,297 shares
    Change vs previous 13F +873,034 shares

    2.86% of the 13F portfolio, value $70,105,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 459,263 shares
    Change vs previous 13F -369,771 shares

    1.04% of the 13F portfolio, value $19,363,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 829,034 shares
    Change vs previous 13F +745,810 shares

    1.78% of the 13F portfolio, value $49,866,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 83,224 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,705,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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