Fortis Capital Advisors, LLC: SCHM position timeline

Fortis Capital Advisors, LLC held 31,896 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 31,896 shares

   Change vs previous 13F +1,130 shares

   0.13% of the 13F portfolio, value $1,176,006.

   13F-HR 0001959790-26-000004 filed by Fortis Capital Advisors, LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 30,766 shares

   Change vs previous 13F -1,603 shares

   0.12% of the 13F portfolio, value $952,515.

   13F-HR 0001959790-26-000003 filed by Fortis Capital Advisors, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 32,369 shares

   Change vs previous 13F +6,715 shares

   0.14% of the 13F portfolio, value $973,336.

   13F-HR 0001959790-26-000001 filed by Fortis Capital Advisors, LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 25,654 shares

   Change vs previous 13F +964 shares

   0.12% of the 13F portfolio, value $760,385.

   13F-HR 0001959790-25-000007 filed by Fortis Capital Advisors, LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 24,690 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $692,555.

   13F-HR 0001959790-25-000005 filed by Fortis Capital Advisors, LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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