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Gradient Capital Advisors, LLC: SCHM position timeline

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

Gradient Capital Advisors, LLC held 300,477 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 300,477 shares
    Change vs previous 13F -9,213 shares

    2.57% of the 13F portfolio, value $11,078,587.

    13F-HR 0001727917-26-000006 filed by Gradient Capital Advisors, LLC
    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 309,690 shares
    Change vs previous 13F -6,291 shares

    2.49% of the 13F portfolio, value $9,588,002.

    13F-HR 0001727917-26-000004 filed by Gradient Capital Advisors, LLC
    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 315,981 shares
    Change vs previous 13F -5,535 shares

    2.45% of the 13F portfolio, value $9,501,549.

    13F-HR 0001727917-26-000002 filed by Gradient Capital Advisors, LLC
    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 321,516 shares
    Change vs previous 13F -8,099 shares

    2.55% of the 13F portfolio, value $9,529,734.

    13F-HR 0001727917-25-000011 filed by Gradient Capital Advisors, LLC
    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 329,615 shares
    Change vs previous 13F +13,200 shares

    2.73% of the 13F portfolio, value $9,245,701.

    13F-HR 0001727917-25-000009 filed by Gradient Capital Advisors, LLC
    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 316,415 shares
    Change vs previous 13F +11,907 shares

    2.71% of the 13F portfolio, value $8,290,073.

    13F-HR 0001727917-25-000005 filed by Gradient Capital Advisors, LLC
    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 304,508 shares
    Change vs previous 13F +202,639 shares

    2.72% of the 13F portfolio, value $8,437,917.

    13F-HR 0001727917-25-000002 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 101,869 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $8,464,295.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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