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IFP Advisors, Inc: SCHM position timeline

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

IFP Advisors, Inc held 775,129 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 775,129 shares
    Change vs previous 13F +257 shares

    0.52% of the 13F portfolio, value $28,579,006.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 774,872 shares
    Change vs previous 13F -3,391 shares

    0.5% of the 13F portfolio, value $23,990,037.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 778,263 shares
    Change vs previous 13F -4,550 shares

    0.53% of the 13F portfolio, value $23,402,368.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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 782,813 shares
    Change vs previous 13F -1,910 shares

    0.6% of the 13F portfolio, value $23,202,577.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 784,723 shares
    Change vs previous 13F +12,871 shares

    0.63% of the 13F portfolio, value $22,011,374.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 771,852 shares
    Change vs previous 13F +2,144 shares

    0.62% of the 13F portfolio, value $20,222,647.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 769,708 shares
    Change vs previous 13F +516,329 shares

    0.7% of the 13F portfolio, value $21,328,388.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 253,379 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $21,052,988.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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