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McCarthy Asset Management, Inc.: SCHM position timeline

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

McCarthy Asset Management, Inc. held 219,273 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,273 shares
    Change vs previous 13F +5,135 shares

    3.83% of the 13F portfolio, value $8,084,582.

    13F-HR 0001951757-26-001203 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 214,138 shares
    Change vs previous 13F +51,226 shares

    3.36% of the 13F portfolio, value $6,439,138.

    13F-HR 0001843169-26-000001 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 162,912 shares
    Change vs previous 13F +2,297 shares

    3.1% of the 13F portfolio, value $4,828,709.

    13F-HR 0001843169-25-000003 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 160,615 shares
    Change vs previous 13F -1,310 shares

    3.06% of the 13F portfolio, value $4,505,257.

    13F-HR 0001095449-25-000055 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 161,925 shares
    Change vs previous 13F -264 shares

    3.07% of the 13F portfolio, value $4,242,445.

    13F-HR 0001095449-25-000036 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 162,189 shares
    Change vs previous 13F +105,713 shares

    3.17% of the 13F portfolio, value $4,494,248.

    13F-HR 0001095449-25-000010 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 56,476 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $4,692,562.

    13F-HR 0001095449-24-000088 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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