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National Wealth Management Group, LLC: SCHM position timeline

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

National Wealth Management Group, LLC held 28,131 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,131 shares
    Change vs previous 13F +201 shares

    0.32% of the 13F portfolio, value $1,037,185.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 27,930 shares
    Change vs previous 13F -386 shares

    0.32% of the 13F portfolio, value $864,713.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 28,316 shares
    Change vs previous 13F -802 shares

    0.3% of the 13F portfolio, value $851,454.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 29,118 shares
    Change vs previous 13F +1,017 shares

    0.33% of the 13F portfolio, value $863,070.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 28,101 shares
    Change vs previous 13F -611 shares

    0.44% of the 13F portfolio, value $788,237.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 28,712 shares
    Change vs previous 13F -2,781 shares

    0.49% of the 13F portfolio, value $752,252.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 31,493 shares
    Change vs previous 13F +20,720 shares

    0.58% of the 13F portfolio, value $872,672.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, 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 10,773 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $895,112.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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