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Disclosery

Krilogy Financial LLC: SCHM position timeline

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

Krilogy Financial LLC held 69,814 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,814 shares
    Change vs previous 13F -2,979 shares

    0.08% of the 13F portfolio, value $2,574,040.

    13F-HR 0001659047-26-000005 filed by Krilogy Financial 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 72,793 shares
    Change vs previous 13F +678 shares

    0.08% of the 13F portfolio, value $2,416,009.

    13F-HR 0001659047-26-000004 filed by Krilogy Financial 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 72,115 shares
    Change vs previous 13F -789 shares

    0.08% of the 13F portfolio, value $2,307,686.

    13F-HR 0001659047-26-000002 filed by Krilogy Financial 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 72,904 shares
    Change vs previous 13F +2,032 shares

    0.08% of the 13F portfolio, value $2,143,372.

    13F-HR 0001659047-25-000006 filed by Krilogy Financial 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 70,872 shares
    Change vs previous 13F -999 shares

    0.11% of the 13F portfolio, value $1,987,952.

    13F-HR 0001659047-25-000004 filed by Krilogy Financial 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 71,871 shares
    Change vs previous 13F -6,098 shares

    0.12% of the 13F portfolio, value $1,883,024.

    13F-HR 0001659047-25-000003 filed by Krilogy Financial 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 77,969 shares
    Change vs previous 13F +51,914 shares

    0.14% of the 13F portfolio, value $2,160,529.

    13F-HR 0001659047-25-000001 filed by Krilogy Financial 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 26,055 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,164,887.

    13F-HR 0001659047-24-000007 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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