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FORTE CAPITAL LLC /ADV: SCHM position timeline

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

FORTE CAPITAL LLC /ADV held 36,230 SCHM shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 36,230 shares
    Change vs previous 13F -470 shares

    0.11% of the 13F portfolio, value $1,016,247.

    13F-HR 0001140361-25-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 36,700 shares
    Change vs previous 13F -1,761 shares

    0.11% of the 13F portfolio, value $961,534.

    13F-HR 0001140361-25-017109 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 38,461 shares
    Change vs previous 13F +25,032 shares

    0.12% of the 13F portfolio, value $1,065,741.

    13F-HR 0001140361-25-002814 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 13,429 shares
    Change vs previous 13F -254 shares

    0.13% of the 13F portfolio, value $1,115,787.

    13F-HR 0001140361-24-044741 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 13,683 shares
    Change vs previous 13F -5,617 shares

    0.13% of the 13F portfolio, value $1,064,967.

    13F-HR 0001140361-24-037007 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 19,300 shares
    Change vs previous 13F -21,940 shares

    0.19% of the 13F portfolio, value $1,571,619.

    13F-HR 0001140361-24-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 41,240 shares
    Change vs previous 13F -185 shares

    0.43% of the 13F portfolio, value $3,106,194.

    13F-HR 0001140361-24-005823 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 41,425 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,803,677.

    13F-HR 0001398344-23-020503 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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