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Leverty Financial Group, LLC: SCHM position timeline

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

Leverty Financial Group, LLC held 20,887 SCHM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,887 shares
    Change vs previous 13F -653 shares

    0.13% of the 13F portfolio, value $710,576.

    13F-HR 0002085853-26-001117 filed by Leverty Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,540 shares
    Change vs previous 13F -2,714 shares

    0.15% of the 13F portfolio, value $794,180.

    13F-HR 0002085853-26-000686 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 24,254 shares
    Change vs previous 13F +1,501 shares

    0.17% of the 13F portfolio, value $750,904.

    13F-HR 0002085853-26-000307 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 22,753 shares
    Change vs previous 13F +8,403 shares

    0.16% of the 13F portfolio, value $684,183.

    13F-HR 0002085853-26-000020 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 14,350 shares
    Change vs previous 13F -688 shares

    0.11% of the 13F portfolio, value $425,334.

    13F-HR 0002085853-25-000022 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,038 shares
    Change vs previous 13F -35,377 shares

    0.13% of the 13F portfolio, value $421,816.

    13F-HR 0001908386-25-000004 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 50,415 shares
    Change vs previous 13F +5,385 shares

    0.54% of the 13F portfolio, value $1,320,869.

    13F-HR 0001908386-25-000003 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 45,030 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,247,785.

    13F-HR 0001908386-25-000002 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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