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Modus Advisors, LLC: SCHM position timeline

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

Modus Advisors, LLC held 22,722 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,722 shares
    Change vs previous 13F -605 shares

    0.21% of the 13F portfolio, value $837,760.

    13F-HR 0001799284-26-000003 filed by Modus Advisors, 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 23,327 shares
    Change vs previous 13F -166 shares

    0.2% of the 13F portfolio, value $722,204.

    13F-HR 0001799284-26-000002 filed by Modus Advisors, 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 23,493 shares
    Change vs previous 13F -551 shares

    0.19% of the 13F portfolio, value $706,435.

    13F-HR 0001799284-26-000001 filed by Modus Advisors, 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 24,044 shares
    Change vs previous 13F -296 shares

    0.19% of the 13F portfolio, value $712,664.

    13F-HR 0001799284-25-000005 filed by Modus Advisors, 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 24,340 shares
    Change vs previous 13F -250 shares

    0.2% of the 13F portfolio, value $682,737.

    13F-HR 0001799284-25-000003 filed by Modus Advisors, 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 24,590 shares
    Change vs previous 13F -7 shares

    0.21% of the 13F portfolio, value $644,258.

    13F-HR 0001799284-25-000002 filed by Modus Advisors, 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 24,597 shares
    Change vs previous 13F +16,413 shares

    0.21% of the 13F portfolio, value $681,583.

    13F-HR 0001799284-25-000001 filed by Modus Advisors, 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 8,184 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $680,009.

    13F-HR 0001799284-24-000004 filed by Modus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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