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John W. Brooker & Co., CPAs: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of John W. Brooker & Co., CPAs on SCHM, newest first. How the timeline and the estimate are built.

John W. Brooker & Co., CPAs held 36,643 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 36,643 shares
    Change vs previous 13F -12,600 shares

    1.63% of the 13F portfolio, value $1,351,041.

    13F-HR 0001798926-26-000003 filed by John W. Brooker & Co., CPAs
    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 49,243 shares
    Change vs previous 13F -11,753 shares

    2.4% of the 13F portfolio, value $1,524,564.

    13F-HR 0001798926-26-000002 filed by John W. Brooker & Co., CPAs
    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 60,996 shares
    Change vs previous 13F -5,416 shares

    3.28% of the 13F portfolio, value $1,834,155.

    13F-HR 0001798926-26-000001 filed by John W. Brooker & Co., CPAs
    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 66,412 shares
    Change vs previous 13F -1,033 shares

    4% of the 13F portfolio, value $1,968,452.

    13F-HR 0001798926-25-000012 filed by John W. Brooker & Co., CPAs
    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 67,445 shares
    Change vs previous 13F -180,740 shares

    4.56% of the 13F portfolio, value $1,947,126.

    13F-HR 0001798926-25-000009 filed by John W. Brooker & Co., CPAs
    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 248,185 shares
    Change vs previous 13F -671 shares

    2.69% of the 13F portfolio, value $6,502,445.

    13F-HR 0001798926-25-000002 filed by John W. Brooker & Co., CPAs
    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 248,856 shares
    Change vs previous 13F +164,967 shares

    2.97% of the 13F portfolio, value $6,895,811.

    13F-HR 0001798926-25-000001 filed by John W. Brooker & Co., CPAs
    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 83,889 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $6,970,333.

    13F-HR 0001798926-24-000005 filed by John W. Brooker & Co., CPAs
    Filed (acceptance time not in the bulk data set), ingested

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