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Disclosery

Newton One Investments LLC: SCHM position timeline

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

Newton One Investments LLC held 191,360 SCHM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 191,360 shares
    Change vs previous 13F +970 shares

    1.66% of the 13F portfolio, value $6,510,084.

    13F-HR 0001842787-26-000007 filed by Newton One Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 190,390 shares
    Change vs previous 13F -495 shares

    1.77% of the 13F portfolio, value $7,019,685.

    13F-HR 0001842787-26-000005 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 190,885 shares
    Change vs previous 13F -2,183 shares

    1.6% of the 13F portfolio, value $5,909,797.

    13F-HR 0001842787-26-000003 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 193,068 shares
    Change vs previous 13F +948 shares

    1.71% of the 13F portfolio, value $5,805,554.

    13F-HR 0001842787-26-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 192,120 shares
    Change vs previous 13F +813 shares

    1.69% of the 13F portfolio, value $5,694,440.

    13F-HR 0001842787-25-000009 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 191,307 shares
    Change vs previous 13F -34,804 shares

    1.69% of the 13F portfolio, value $5,366,163.

    13F-HR 0001842787-25-000007 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 226,111 shares
    Change vs previous 13F -426 shares

    2.12% of the 13F portfolio, value $5,924,120.

    13F-HR 0001842787-25-000006 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 226,537 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $6,277,352.

    13F-HR 0001842787-25-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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