Skip to content
Disclosery

Great Waters Wealth Management: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Great Waters Wealth Management on SCHM, newest first. How the timeline and the estimate are built.

Great Waters Wealth Management held 35,389 SCHM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,389 shares
    Change vs previous 13F -209 shares

    0.11% of the 13F portfolio, value $1,203,928.

    13F-HR 0001964535-26-000005 filed by Great Waters Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,598 shares
    Change vs previous 13F -1,030 shares

    0.12% of the 13F portfolio, value $1,312,493.

    13F-HR 0001964535-26-000003 filed by Great Waters Wealth Management
    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 36,628 shares
    Change vs previous 13F -757 shares

    0.12% of the 13F portfolio, value $1,134,002.

    13F-HR 0001964535-26-000002 filed by Great Waters Wealth Management
    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 37,385 shares
    Change vs previous 13F +391 shares

    0.12% of the 13F portfolio, value $1,124,158.

    13F-HR 0001964535-26-000001 filed by Great Waters Wealth Management
    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 36,994 shares
    Change vs previous 13F +153 shares

    0.13% of the 13F portfolio, value $1,096,515.

    13F-HR 0001964535-25-000006 filed by Great Waters Wealth Management
    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 36,841 shares
    Change vs previous 13F -814 shares

    0.13% of the 13F portfolio, value $1,033,392.

    13F-HR 0001964535-25-000004 filed by Great Waters Wealth Management
    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 37,655 shares
    Change vs previous 13F -285 shares

    0.14% of the 13F portfolio, value $986,555.

    13F-HR 0001964535-25-000003 filed by Great Waters Wealth Management
    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 37,940 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,051,310.

    13F-HR 0001964535-25-000001 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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