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Disclosery

Lutz Financial Services LLC: SCHM position timeline

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

Lutz Financial Services LLC held 672,364 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 672,364 shares
    Change vs previous 13F -6,004 shares

    1.51% of the 13F portfolio, value $24,790,056.

    13F-HR 0001737112-26-000005 filed by Lutz Financial Services 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 678,368 shares
    Change vs previous 13F +8,061 shares

    1.41% of the 13F portfolio, value $21,002,299.

    13F-HR 0001737112-26-000003 filed by Lutz Financial Services 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 670,307 shares
    Change vs previous 13F -4,674 shares

    1.37% of the 13F portfolio, value $20,156,157.

    13F-HR 0001737112-26-000002 filed by Lutz Financial Services 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 674,981 shares
    Change vs previous 13F -13,661 shares

    1.45% of the 13F portfolio, value $20,006,460.

    13F-HR 0001737112-25-000008 filed by Lutz Financial Services 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 688,642 shares
    Change vs previous 13F +141,958 shares

    1.5% of the 13F portfolio, value $19,316,404.

    13F-HR 0001737112-25-000007 filed by Lutz Financial Services 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 546,684 shares
    Change vs previous 13F -18,583 shares

    1.17% of the 13F portfolio, value $14,323,117.

    13F-HR 0001737112-25-000005 filed by Lutz Financial Services 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 565,267 shares
    Change vs previous 13F +377,454 shares

    1.27% of the 13F portfolio, value $15,663,545.

    13F-HR 0001737112-25-000002 filed by Lutz Financial Services 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 187,813 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $15,605,371.

    13F-HR 0001737112-24-000007 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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