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Disclosery

Kathmere Capital Management, LLC: SCHR position timeline

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

Kathmere Capital Management, LLC held 647,199 SCHR 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 647,199 shares
    Change vs previous 13F +122,541 shares

    0.85% of the 13F portfolio, value $15,959,920.

    13F-HR 0001794543-26-000011 filed by Kathmere 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 524,658 shares
    Change vs previous 13F -74,358 shares

    0.81% of the 13F portfolio, value $13,069,231.

    13F-HR 0001794543-26-000005 filed by Kathmere 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 599,016 shares
    Change vs previous 13F +74,529 shares

    1.01% of the 13F portfolio, value $15,023,321.

    13F-HR 0001794543-26-000001 filed by Kathmere 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 524,487 shares
    Change vs previous 13F -8,413 shares

    0.94% of the 13F portfolio, value $13,180,358.

    13F-HR 0001794543-25-000010 filed by Kathmere 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 532,900 shares
    Change vs previous 13F +66,628 shares

    1.03% of the 13F portfolio, value $13,338,487.

    13F-HR 0001794543-25-000008 filed by Kathmere 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 466,272 shares
    Change vs previous 13F +251,712 shares

    0.99% of the 13F portfolio, value $11,591,522.

    13F-HR 0001794543-25-000007 filed by Kathmere 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 214,560 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $5,211,662.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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