PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV: SCHM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV on SCHM, newest first. How the timeline and the estimate are built.
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV held 42,803 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 42,803 sharesChange vs previous 13F +8,477 shares
0.4% of the 13F portfolio, value $1,578,133.
13F-HR 0001004140-26-000005 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 34,326 sharesChange vs previous 13F +2,458 shares
0.3% of the 13F portfolio, value $1,062,731.
13F-HR 0001004140-26-000003 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,868 sharesChange vs previous 13F +3,243 shares
0.26% of the 13F portfolio, value $958,280.
13F-HR 0001004140-26-000001 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,625 sharesChange vs previous 13F -2,511 shares
0.25% of the 13F portfolio, value $848,459.
13F-HR 0001004140-25-000008 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 31,136 sharesChange vs previous 13F +570 shares
0.28% of the 13F portfolio, value $873,358.
13F-HR 0001004140-25-000006 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 30,566 sharesChange vs previous 13F -1,251 shares
0.29% of the 13F portfolio, value $800,841.
13F-HR 0001004140-25-000003 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,817 sharesChange vs previous 13F +22,075 shares
0.3% of the 13F portfolio, value $881,636.
13F-HR 0001004140-25-000001 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,742 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $809,457.
13F-HR 0001004140-24-000006 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).