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Fragasso Financial Advisors Inc: SCHM position timeline

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

Fragasso Financial Advisors Inc held 2,888,481 SCHM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,888,481 shares
    Change vs previous 13F +20,487 shares

    5.04% of the 13F portfolio, value $100,085,877.

    13F-HR 0001613331-26-000005 filed by Fragasso Financial Advisors Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,867,994 shares
    Change vs previous 13F -55,479 shares

    5.65% of the 13F portfolio, value $105,742,948.

    13F-HR 0001613331-26-000004 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,923,473 shares
    Change vs previous 13F -57,023 shares

    5.55% of the 13F portfolio, value $92,001,692.

    13F-HR 0001613331-26-000002 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,980,496 shares
    Change vs previous 13F +52,432 shares

    5.43% of the 13F portfolio, value $89,623,511.

    13F-HR 0001613331-26-000001 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,928,064 shares
    Change vs previous 13F +19,484 shares

    5.49% of the 13F portfolio, value $87,959,049.

    13F-HR 0001613331-25-000007 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,908,580 shares
    Change vs previous 13F -92,329 shares

    5.5% of the 13F portfolio, value $81,585,670.

    13F-HR 0001613331-25-000004 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,000,909 shares
    Change vs previous 13F -344,266 shares

    5.84% of the 13F portfolio, value $78,623,823.

    13F-HR 0001613331-25-000002 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,345,175 shares
    Change vs previous 13F not available

    7.07% of the 13F portfolio, value $92,694,790.

    13F-HR 0001613331-25-000001 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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