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ProVise Management Group, LLC: SCHM position timeline

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

ProVise Management Group, LLC held 321,065 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 321,065 shares
    Change vs previous 13F -12,095 shares

    0.79% of the 13F portfolio, value $11,837,672.

    13F-HR 0001305707-26-000004 filed by ProVise Management Group, 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 333,160 shares
    Change vs previous 13F -23,343 shares

    0.74% of the 13F portfolio, value $10,314,644.

    13F-HR 0001305707-26-000002 filed by ProVise Management Group, 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 356,503 shares
    Change vs previous 13F -14,918 shares

    0.76% of the 13F portfolio, value $10,720,042.

    13F-HR 0001305707-26-000001 filed by ProVise Management Group, 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 371,421 shares
    Change vs previous 13F -25,804 shares

    0.81% of the 13F portfolio, value $11,008,918.

    13F-HR 0001305707-25-000003 filed by ProVise Management Group, 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 397,225 shares
    Change vs previous 13F -32,680 shares

    0.88% of the 13F portfolio, value $11,142,173.

    13F-HR 0001085146-25-004747 filed by ProVise Management Group, 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 429,905 shares
    Change vs previous 13F -45,231 shares

    0.96% of the 13F portfolio, value $11,263,518.

    13F-HR 0001085146-25-002835 filed by ProVise Management Group, 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 475,136 shares
    Change vs previous 13F +296,661 shares

    1.13% of the 13F portfolio, value $13,166,015.

    13F-HR 0001085146-25-000966 filed by ProVise Management Group, 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 178,475 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $14,829,515.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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