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Disclosery

HB Wealth Management, LLC: SCHM position timeline

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

HB Wealth Management, LLC held 372,500 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 372,500 shares
    Change vs previous 13F +60,558 shares

    0.08% of the 13F portfolio, value $13,734,103.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 311,942 shares
    Change vs previous 13F -3,419 shares

    0.06% of the 13F portfolio, value $9,657,730.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 315,361 shares
    Change vs previous 13F -10,842 shares

    0.06% of the 13F portfolio, value $9,482,913.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 326,203 shares
    Change vs previous 13F +321 shares

    0.07% of the 13F portfolio, value $9,668,661.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 325,882 shares
    Change vs previous 13F -8,991 shares

    0.07% of the 13F portfolio, value $9,140,999.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 334,873 shares
    Change vs previous 13F +2,240 shares

    0.07% of the 13F portfolio, value $8,773,686.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 332,633 shares
    Change vs previous 13F +221,986 shares

    0.09% of the 13F portfolio, value $9,217,275.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 110,647 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,193,673.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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