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Disclosery

HBK Sorce Advisory LLC: SCHM position timeline

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

HBK Sorce Advisory LLC held 322,825 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 322,825 shares
    Change vs previous 13F -4,221 shares

    0.23% of the 13F portfolio, value $11,589,404.

    13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory 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 327,046 shares
    Change vs previous 13F -23,224 shares

    0.23% of the 13F portfolio, value $11,361,573.

    13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory 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 350,270 shares
    Change vs previous 13F -16,832 shares

    0.26% of the 13F portfolio, value $11,432,805.

    13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory 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/A 367,102 shares
    Change vs previous 13F -26,663 shares

    0.27% of the 13F portfolio, value $10,939,630.

    13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory 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 393,765 shares
    Change vs previous 13F -16,177 shares

    0.3% of the 13F portfolio, value $11,045,121.

    13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory 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 409,942 shares
    Change vs previous 13F -46,617 shares

    0.32% of the 13F portfolio, value $10,740,476.

    13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory 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 456,559 shares
    Change vs previous 13F +293,697 shares

    0.38% of the 13F portfolio, value $12,651,239.

    13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory 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 162,862 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $13,532,191.

    13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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