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Independent Solutions Wealth Management, LLC: SCHM position timeline

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

Independent Solutions Wealth Management, LLC held 139,483 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 139,483 shares
    Change vs previous 13F -4,520 shares

    0.67% of the 13F portfolio, value $5,142,738.

    13F-HR 0001818391-26-000003 filed by Independent Solutions 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 144,003 shares
    Change vs previous 13F -1,763 shares

    0.66% of the 13F portfolio, value $4,458,336.

    13F-HR 0001818391-26-000002 filed by Independent Solutions 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 145,766 shares
    Change vs previous 13F -608 shares

    0.81% of the 13F portfolio, value $4,383,182.

    13F-HR 0001818391-26-000001 filed by Independent Solutions 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 146,374 shares
    Change vs previous 13F +2,571 shares

    0.77% of the 13F portfolio, value $4,338,530.

    13F-HR 0001818391-25-000002 filed by Independent Solutions 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 143,803 shares
    Change vs previous 13F +7,430 shares

    0.79% of the 13F portfolio, value $4,033,671.

    13F-HR 0001085146-25-004052 filed by Independent Solutions 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 136,373 shares
    Change vs previous 13F +4,592 shares

    0.8% of the 13F portfolio, value $3,572,962.

    13F-HR 0001085146-25-002266 filed by Independent Solutions 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 131,781 shares
    Change vs previous 13F +84,634 shares

    0.8% of the 13F portfolio, value $3,651,665.

    13F-HR 0001085146-25-000983 filed by Independent Solutions 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 47,147 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $3,917,413.

    13F-HR 0001085146-24-006074 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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