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LOWERY THOMAS, LLC: SCHM position timeline

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

LOWERY THOMAS, LLC held 34,048 SCHM 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 34,048 shares
    Change vs previous 13F -266 shares

    0.61% of the 13F portfolio, value $1,255,338.

    13F-HR 0001951757-26-001074 filed by LOWERY THOMAS, 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 34,314 shares
    Change vs previous 13F +284 shares

    0.61% of the 13F portfolio, value $1,062,363.

    13F-HR 0001951757-26-000843 filed by LOWERY THOMAS, 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 34,030 shares
    Change vs previous 13F +844 shares

    0.58% of the 13F portfolio, value $1,023,290.

    13F-HR 0001951757-26-000298 filed by LOWERY THOMAS, 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 33,186 shares
    Change vs previous 13F +1,389 shares

    0.57% of the 13F portfolio, value $983,626.

    13F-HR 0001951757-25-001359 filed by LOWERY THOMAS, 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 31,797 shares
    Change vs previous 13F -12,806 shares

    0.57% of the 13F portfolio, value $891,904.

    13F-HR 0001951757-25-000896 filed by LOWERY THOMAS, 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 44,603 shares
    Change vs previous 13F +132 shares

    0.8% of the 13F portfolio, value $1,168,588.

    13F-HR 0001951757-25-000505 filed by LOWERY THOMAS, 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 44,471 shares
    Change vs previous 13F +30,109 shares

    0.8% of the 13F portfolio, value $1,232,300.

    13F-HR 0001951757-25-000206 filed by LOWERY THOMAS, 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 14,362 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,193,330.

    13F-HR 0001951757-24-001185 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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