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Madison Wealth Partners, Inc: SCHM position timeline

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

Madison Wealth Partners, Inc held 29,269 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,269 shares
    Change vs previous 13F +2,115 shares

    0.14% of the 13F portfolio, value $1,079,150.

    13F-HR 0001104659-26-094666 filed by Madison Wealth Partners, Inc
    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 27,154 shares
    Change vs previous 13F -68,485 shares

    0.13% of the 13F portfolio, value $840,688.

    13F-HR 0001104659-26-052362 filed by Madison Wealth Partners, Inc
    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 95,639 shares
    Change vs previous 13F +35,205 shares

    0.52% of the 13F portfolio, value $2,875,853.

    13F-HR 0001104659-26-012404 filed by Madison Wealth Partners, Inc
    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 60,434 shares
    Change vs previous 13F -3,074 shares

    0.35% of the 13F portfolio, value $1,791,278.

    13F-HR 0001104659-25-109982 filed by Madison Wealth Partners, Inc
    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 63,508 shares
    Change vs previous 13F +12,398 shares

    0.39% of the 13F portfolio, value $1,781,386.

    13F-HR 0001951757-25-000996 filed by Madison Wealth Partners, Inc
    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 51,110 shares
    Change vs previous 13F -3,067 shares

    0.33% of the 13F portfolio, value $1,339,070.

    13F-HR 0001951757-25-000413 filed by Madison Wealth Partners, Inc
    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 54,177 shares
    Change vs previous 13F +38,331 shares

    0.42% of the 13F portfolio, value $1,501,251.

    13F-HR 0001951757-25-000215 filed by Madison Wealth Partners, Inc
    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 15,846 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,316,624.

    13F-HR 0001951757-24-001116 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

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