Skip to content
Disclosery

Independent Advisor Alliance: SCHM position timeline

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

Independent Advisor Alliance held 10,839 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,839 shares
    Change vs previous 13F -104,234 shares

    0.01% of the 13F portfolio, value $399,629.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 115,073 shares
    Change vs previous 13F +106,588 shares

    0.04% of the 13F portfolio, value $3,562,646.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 8,485 shares
    Change vs previous 13F +99 shares

    0.01% of the 13F portfolio, value $255,131.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 8,386 shares
    Change vs previous 13F -388 shares

    0.01% of the 13F portfolio, value $248,568.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 8,774 shares
    Change vs previous 13F -7,464 shares

    0.01% of the 13F portfolio, value $246,105.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 16,238 shares
    Change vs previous 13F -91,365 shares

    0.01% of the 13F portfolio, value $425,442.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 107,603 shares
    Change vs previous 13F +103,283 shares

    0.04% of the 13F portfolio, value $2,981,672.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 4,320 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $358,978.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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