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Disclosery

Peak Financial Management, Inc.: SCHM position timeline

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

Peak Financial Management, Inc. held 393,869 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 393,869 shares
    Change vs previous 13F +1,735 shares

    3.33% of the 13F portfolio, value $14,521,969.

    13F-HR 0001669662-26-000003 filed by Peak Financial Management, 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 392,134 shares
    Change vs previous 13F -116 shares

    3.08% of the 13F portfolio, value $12,140,499.

    13F-HR 0001669662-26-000002 filed by Peak Financial Management, 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 392,250 shares
    Change vs previous 13F +4,536 shares

    3.04% of the 13F portfolio, value $11,794,975.

    13F-HR 0001669662-26-000001 filed by Peak Financial Management, 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 387,714 shares
    Change vs previous 13F +3,001 shares

    3.04% of the 13F portfolio, value $11,491,863.

    13F-HR 0001085146-25-005858 filed by Peak Financial Management, 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 384,713 shares
    Change vs previous 13F +11,773 shares

    3.07% of the 13F portfolio, value $10,791,208.

    13F-HR 0001085146-25-004089 filed by Peak Financial Management, 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 372,940 shares
    Change vs previous 13F +3,735 shares

    2.93% of the 13F portfolio, value $9,771,028.

    13F-HR 0001085146-25-002989 filed by Peak Financial Management, 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 369,205 shares
    Change vs previous 13F +245,075 shares

    3.06% of the 13F portfolio, value $10,230,677.

    13F-HR 0001085146-25-000390 filed by Peak Financial Management, 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 124,130 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $10,313,988.

    13F-HR 0001085146-24-004909 filed by Peak Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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