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Disclosery

HoyleCohen, LLC: SCHM position timeline

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

HoyleCohen, LLC held 77,333 SCHM shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 77,333 shares
    Change vs previous 13F -26 shares

    0.46% of the 13F portfolio, value $6,018,824.

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 77,359 shares
    Change vs previous 13F +9,961 shares

    0.48% of the 13F portfolio, value $6,299,270.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 67,398 shares
    Change vs previous 13F +7,075 shares

    0.41% of the 13F portfolio, value $5,076,355.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 60,323 shares
    Change vs previous 13F +9,165 shares

    0.38% of the 13F portfolio, value $4,082,694.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 51,158 shares
    Change vs previous 13F +8,622 shares

    0.32% of the 13F portfolio, value $3,633,734.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 42,536 shares
    Change vs previous 13F +115 shares

    0.27% of the 13F portfolio, value $2,886,088.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 42,421 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,783,257.

    13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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