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Jacobi Capital Management LLC: SCHM position timeline

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

Jacobi Capital Management LLC held 208,010 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 208,010 shares
    Change vs previous 13F -7,532 shares

    0.38% of the 13F portfolio, value $7,669,313.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital 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 215,542 shares
    Change vs previous 13F -17,456 shares

    0.37% of the 13F portfolio, value $6,673,173.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital 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 232,998 shares
    Change vs previous 13F -11,034 shares

    0.41% of the 13F portfolio, value $7,006,258.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital 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 244,032 shares
    Change vs previous 13F -7,820 shares

    0.44% of the 13F portfolio, value $7,233,107.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital 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 251,852 shares
    Change vs previous 13F -14,306 shares

    0.47% of the 13F portfolio, value $7,064,445.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital 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 266,158 shares
    Change vs previous 13F -15,458 shares

    0.51% of the 13F portfolio, value $6,973,343.

    13F-HR 0001689646-25-000006 filed by Jacobi Capital 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 281,616 shares
    Change vs previous 13F +189,684 shares

    0.58% of the 13F portfolio, value $7,803,585.

    13F-HR 0001689646-25-000001 filed by Jacobi Capital 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 91,932 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $7,638,637.

    13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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