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Plum Street Advisors, LLC: SCHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plum Street Advisors, LLC on SCHE, newest first. How the timeline and the estimate are built.

Plum Street Advisors, LLC held 148,522 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,522 shares
    Change vs previous 13F -47 shares

    1.72% of the 13F portfolio, value $5,385,422.

    13F-HR 0002068236-26-000003 filed by Plum Street Advisors, 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 148,569 shares
    Change vs previous 13F +8,919 shares

    1.7% of the 13F portfolio, value $4,895,359.

    13F-HR 0002068236-26-000002 filed by Plum Street Advisors, 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 139,650 shares
    Change vs previous 13F +8,912 shares

    1.63% of the 13F portfolio, value $4,573,548.

    13F-HR 0002068236-26-000001 filed by Plum Street Advisors, 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 130,738 shares
    Change vs previous 13F +3,240 shares

    1.68% of the 13F portfolio, value $4,362,737.

    13F-HR 0002068236-25-000008 filed by Plum Street Advisors, 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 127,498 shares
    Change vs previous 13F +24,845 shares

    1.7% of the 13F portfolio, value $3,842,798.

    13F-HR 0002068236-25-000007 filed by Plum Street Advisors, 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 102,653 shares
    Change vs previous 13F +1,145 shares

    1.36% of the 13F portfolio, value $2,830,143.

    13F-HR 0002068236-25-000006 filed by Plum Street Advisors, 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 101,508 shares
    Change vs previous 13F +11,940 shares

    1.33% of the 13F portfolio, value $2,703,158.

    13F-HR 0002068236-25-000005 filed by Plum Street Advisors, 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 89,568 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,613,599.

    13F-HR 0002068236-25-000004 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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