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NOVARE CAPITAL MANAGEMENT LLC: SCHM position timeline

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

NOVARE CAPITAL MANAGEMENT LLC held 8,286 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,286 shares
    Change vs previous 13F -769 shares

    0.02% of the 13F portfolio, value $305,487.

    13F-HR 0001951757-26-001176 filed by NOVARE CAPITAL MANAGEMENT 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 9,055 shares
    Change vs previous 13F -24,248 shares

    0.02% of the 13F portfolio, value $280,356.

    13F-HR 0001951757-26-000640 filed by NOVARE CAPITAL MANAGEMENT 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 33,303 shares
    Change vs previous 13F -20,662 shares

    0.08% of the 13F portfolio, value $1,001,431.

    13F-HR 0001951757-26-000360 filed by NOVARE CAPITAL MANAGEMENT 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 53,965 shares
    Change vs previous 13F -3,462 shares

    0.12% of the 13F portfolio, value $1,599,530.

    13F-HR 0001951757-25-001264 filed by NOVARE CAPITAL MANAGEMENT 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 57,427 shares
    Change vs previous 13F -4,672 shares

    0.13% of the 13F portfolio, value $1,610,821.

    13F-HR 0001951757-25-000991 filed by NOVARE CAPITAL MANAGEMENT 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 62,099 shares
    Change vs previous 13F -4,609 shares

    0.14% of the 13F portfolio, value $1,626,987.

    13F-HR 0001951757-25-000471 filed by NOVARE CAPITAL MANAGEMENT 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 66,708 shares
    Change vs previous 13F +39,114 shares

    0.16% of the 13F portfolio, value $1,848,471.

    13F-HR 0001951757-25-000086 filed by NOVARE CAPITAL MANAGEMENT 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 27,594 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,292,761.

    13F-HR 0001951757-24-001017 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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