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Perigon Wealth Management, LLC: SCHM position timeline

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

Perigon Wealth Management, LLC held 133,825 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 133,825 shares
    Change vs previous 13F -18 shares

    0.08% of the 13F portfolio, value $4,934,143.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth 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 133,843 shares
    Change vs previous 13F +164 shares

    0.08% of the 13F portfolio, value $4,143,765.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth 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 133,679 shares
    Change vs previous 13F -293 shares

    0.07% of the 13F portfolio, value $4,019,735.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth 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 133,972 shares
    Change vs previous 13F -2,856 shares

    0.08% of the 13F portfolio, value $3,970,917.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth 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 136,828 shares
    Change vs previous 13F +19,592 shares

    0.09% of the 13F portfolio, value $3,838,027.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth 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 117,236 shares
    Change vs previous 13F -604 shares

    0.08% of the 13F portfolio, value $3,071,593.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth 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 117,840 shares
    Change vs previous 13F +78,372 shares

    0.08% of the 13F portfolio, value $3,381,994.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth 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 39,468 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,279,419.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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