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Legacy Wealth Management, LLC: SCHM position timeline

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

Legacy Wealth Management, LLC held 4,286,476 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,286,476 shares
    Change vs previous 13F -33,621 shares

    8.27% of the 13F portfolio, value $158,042,357.

    13F-HR 0001488921-26-000004 filed by Legacy Wealth 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 4,320,097 shares
    Change vs previous 13F +945 shares

    7.8% of the 13F portfolio, value $133,750,189.

    13F-HR 0001488921-26-000002 filed by Legacy Wealth 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 4,319,152 shares
    Change vs previous 13F +114,417 shares

    7.48% of the 13F portfolio, value $129,876,907.

    13F-HR 0001488921-26-000001 filed by Legacy Wealth 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 4,204,735 shares
    Change vs previous 13F +22,803 shares

    7.34% of the 13F portfolio, value $124,628,350.

    13F-HR 0001085146-25-005904 filed by Legacy Wealth 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 4,181,932 shares
    Change vs previous 13F -21,087 shares

    7.3% of the 13F portfolio, value $117,303,194.

    13F-HR 0001085146-25-003950 filed by Legacy Wealth 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 4,203,019 shares
    Change vs previous 13F +23,009 shares

    7.34% of the 13F portfolio, value $110,119,105.

    13F-HR 0001085146-25-002331 filed by Legacy Wealth 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 4,180,010 shares
    Change vs previous 13F +2,804,735 shares

    7.44% of the 13F portfolio, value $115,828,085.

    13F-HR 0001085146-25-000375 filed by Legacy Wealth Management, 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 1,375,275 shares
    Change vs previous 13F not available

    7.4% of the 13F portfolio, value $114,271,615.

    13F-HR 0001085146-24-005129 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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