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Joseph P. Lucia & Associates, LLC: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joseph P. Lucia & Associates, LLC on SCHM, newest first. How the timeline and the estimate are built.

Joseph P. Lucia & Associates, LLC held 68,648 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,648 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $2,531,062.

    13F-HR 0001172661-26-003168 filed by Joseph P. Lucia & Associates, 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 68,648 shares
    Change vs previous 13F -849 shares

    0.76% of the 13F portfolio, value $2,125,330.

    13F-HR 0001172661-26-002008 filed by Joseph P. Lucia & Associates, 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 69,497 shares
    Change vs previous 13F -4,929 shares

    0.75% of the 13F portfolio, value $2,089,777.

    13F-HR 0001172661-26-000357 filed by Joseph P. Lucia & Associates, 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 74,426 shares
    Change vs previous 13F -561 shares

    0.83% of the 13F portfolio, value $2,205,990.

    13F-HR 0001172661-25-004332 filed by Joseph P. Lucia & Associates, 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 74,987 shares
    Change vs previous 13F -2,092 shares

    0.86% of the 13F portfolio, value $2,103,391.

    13F-HR 0001172661-25-002861 filed by Joseph P. Lucia & Associates, 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 77,079 shares
    Change vs previous 13F -630 shares

    0.92% of the 13F portfolio, value $2,019,481.

    13F-HR 0001172661-25-001800 filed by Joseph P. Lucia & Associates, 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 77,709 shares
    Change vs previous 13F +50,988 shares

    0.96% of the 13F portfolio, value $2,153,310.

    13F-HR 0001172661-25-000309 filed by Joseph P. Lucia & Associates, 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 26,721 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,220,238.

    13F-HR 0001172661-24-004326 filed by Joseph P. Lucia & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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