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Ironwood Wealth Management, LLC.: SCHM position timeline

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

Ironwood Wealth Management, LLC. held 27,189 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,189 shares
    Change vs previous 13F -5,405 shares

    0.22% of the 13F portfolio, value $1,002,470.

    13F-HR 0001104659-26-088417 filed by Ironwood 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 32,594 shares
    Change vs previous 13F +5 shares

    0.29% of the 13F portfolio, value $1,009,115.

    13F-HR 0001104659-26-047829 filed by Ironwood 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 32,589 shares
    Change vs previous 13F -271 shares

    0.29% of the 13F portfolio, value $979,950.

    13F-HR 0001104659-26-009141 filed by Ironwood 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 32,860 shares
    Change vs previous 13F -3,550 shares

    0.33% of the 13F portfolio, value $973,958.

    13F-HR 0001104659-25-102445 filed by Ironwood 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 36,410 shares
    Change vs previous 13F -6,595 shares

    0.37% of the 13F portfolio, value $1,021,312.

    13F-HR 0001104659-25-074685 filed by Ironwood 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 43,005 shares
    Change vs previous 13F -7,401 shares

    0.35% of the 13F portfolio, value $1,126,744.

    13F-HR 0001104659-25-039345 filed by Ironwood 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 50,406 shares
    Change vs previous 13F +32,372 shares

    0.43% of the 13F portfolio, value $1,396,762.

    13F-HR 0001104659-25-009009 filed by Ironwood 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 18,034 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,498,455.

    13F-HR 0001104659-24-106964 filed by Ironwood Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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