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Disclosery

Prospera Financial Services Inc: SCHM position timeline

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

Prospera Financial Services Inc held 26,368 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,368 shares
    Change vs previous 13F -343 shares

    0.01% of the 13F portfolio, value $972,594.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services 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 26,711 shares
    Change vs previous 13F +170 shares

    0.01% of the 13F portfolio, value $827,317.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services 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 26,541 shares
    Change vs previous 13F -9,865 shares

    0.01% of the 13F portfolio, value $798,439.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services 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 36,406 shares
    Change vs previous 13F +9,355 shares

    0.02% of the 13F portfolio, value $1,079,545.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services 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 27,051 shares
    Change vs previous 13F +8,600 shares

    0.01% of the 13F portfolio, value $759,183.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services 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 18,451 shares
    Change vs previous 13F -54 shares

    0.01% of the 13F portfolio, value $483,745.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services 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 18,505 shares
    Change vs previous 13F +14,529 shares

    0.01% of the 13F portfolio, value $513,136.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services 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 3,976 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $331,465.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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