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Disclosery

MONEYWISE, INC.: SCHM position timeline

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

MONEYWISE, INC. held 184,056 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,056 shares
    Change vs previous 13F +3,262 shares

    2.53% of the 13F portfolio, value $6,786,144.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, 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 180,794 shares
    Change vs previous 13F +16,592 shares

    2.44% of the 13F portfolio, value $5,597,376.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, 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 164,202 shares
    Change vs previous 13F +6,168 shares

    2.05% of the 13F portfolio, value $4,937,559.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, 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 158,034 shares
    Change vs previous 13F -2,492 shares

    2.12% of the 13F portfolio, value $4,684,138.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, 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 160,526 shares
    Change vs previous 13F -29,500 shares

    2.11% of the 13F portfolio, value $4,502,758.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, 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 190,026 shares
    Change vs previous 13F -18,033 shares

    2.64% of the 13F portfolio, value $4,978,673.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, 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 208,059 shares
    Change vs previous 13F +123,564 shares

    2.89% of the 13F portfolio, value $5,765,327.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, 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 84,495 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $7,020,711.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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