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KEYVANTAGE WEALTH, LLC: SCHM position timeline

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

KEYVANTAGE WEALTH, LLC held 45,529 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,529 shares
    Change vs previous 13F -231 shares

    0.64% of the 13F portfolio, value $1,678,654.

    13F-HR 0001765380-26-000335 filed by KEYVANTAGE WEALTH, 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 45,760 shares
    Change vs previous 13F -468 shares

    0.62% of the 13F portfolio, value $1,416,730.

    13F-HR 0001765380-26-000153 filed by KEYVANTAGE WEALTH, 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 46,228 shares
    Change vs previous 13F -992 shares

    0.59% of the 13F portfolio, value $1,390,076.

    13F-HR 0001765380-26-000084 filed by KEYVANTAGE WEALTH, 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 47,220 shares
    Change vs previous 13F -327 shares

    0.59% of the 13F portfolio, value $1,399,601.

    13F-HR 0001765380-25-000448 filed by KEYVANTAGE WEALTH, 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 47,547 shares
    Change vs previous 13F -1,763 shares

    0.6% of the 13F portfolio, value $1,333,693.

    13F-HR 0001765380-25-000319 filed by KEYVANTAGE WEALTH, 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 49,310 shares
    Change vs previous 13F -37,263 shares

    0.63% of the 13F portfolio, value $1,291,919.

    13F-HR 0001765380-25-000182 filed by KEYVANTAGE WEALTH, 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 86,573 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $2,398,938.

    13F-HR 0001765380-25-000113 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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