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NewEdge Advisors, LLC: SCHM position timeline

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

NewEdge Advisors, LLC held 64,637 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 64,637 shares
    Change vs previous 13F -14,155 shares

    0.01% of the 13F portfolio, value $2,383,191.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 78,792 shares
    Change vs previous 13F -7,186 shares

    0.01% of the 13F portfolio, value $2,439,408.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 85,978 shares
    Change vs previous 13F -9,298 shares

    0.01% of the 13F portfolio, value $2,585,376.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 95,276 shares
    Change vs previous 13F -2,808 shares

    0.01% of the 13F portfolio, value $2,823,972.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 98,084 shares
    Change vs previous 13F -5,845 shares

    0.01% of the 13F portfolio, value $2,751,249.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 103,929 shares
    Change vs previous 13F -27,959 shares

    0.02% of the 13F portfolio, value $2,722,953.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 131,888 shares
    Change vs previous 13F +83,055 shares

    0.02% of the 13F portfolio, value $3,654,626.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 48,833 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,057,491.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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