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PLANWISER FINANCIAL, LLC: SCHM position timeline

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

PLANWISER FINANCIAL, LLC held 91,116 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 91,116 shares
    Change vs previous 13F -1,621 shares

    2.33% of the 13F portfolio, value $3,359,447.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 92,737 shares
    Change vs previous 13F -1,558 shares

    2.22% of the 13F portfolio, value $3,060,319.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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/A 94,295 shares
    Change vs previous 13F +9,354 shares

    2.28% of the 13F portfolio, value $3,044,776.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, 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 84,941 shares
    Change vs previous 13F +357 shares

    1.99% of the 13F portfolio, value $2,503,204.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, 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 84,584 shares
    Change vs previous 13F -2,638 shares

    2.09% of the 13F portfolio, value $2,455,483.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, 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 87,222 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $2,275,614.

    13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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