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Disclosery

Providence First Trust Co: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Providence First Trust Co on SCHM, newest first. How the timeline and the estimate are built.

Providence First Trust Co held 115,826 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,826 shares
    Change vs previous 13F +9,868 shares

    1.19% of the 13F portfolio, value $4,270,505.

    13F-HR 0001713735-26-000005 filed by Providence First Trust Co
    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 105,958 shares
    Change vs previous 13F -18,811 shares

    1.15% of the 13F portfolio, value $3,280,460.

    13F-HR 0001713735-26-000004 filed by Providence First Trust Co
    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 124,769 shares
    Change vs previous 13F +49,033 shares

    1.3% of the 13F portfolio, value $3,751,804.

    13F-HR 0001713735-26-000001 filed by Providence First Trust Co
    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 75,736 shares
    Change vs previous 13F +3,641 shares

    0.78% of the 13F portfolio, value $2,244,815.

    13F-HR 0001713735-25-000007 filed by Providence First Trust Co
    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 72,095 shares
    Change vs previous 13F +10,222 shares

    0.71% of the 13F portfolio, value $2,022,253.

    13F-HR 0001713735-25-000006 filed by Providence First Trust Co
    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 61,873 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,621,073.

    13F-HR 0001713735-25-000005 filed by Providence First Trust Co
    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 61,873 shares
    Change vs previous 13F +31,100 shares

    0.64% of the 13F portfolio, value $1,714,501.

    13F-HR 0001713735-25-000001 filed by Providence First Trust Co
    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 30,773 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,556,929.

    13F-HR 0001713735-24-000005 filed by Providence First Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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