RAFFA WEALTH MANAGEMENT, LLC: SCHM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RAFFA WEALTH MANAGEMENT, LLC on SCHM, newest first. How the timeline and the estimate are built.
RAFFA WEALTH MANAGEMENT, LLC held 13,838 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 13,838 sharesChange vs previous 13F +41 shares
0.06% of the 13F portfolio, value $510,213.
13F-HR 0001214659-26-009032 filed by RAFFA WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,797 sharesChange vs previous 13F +34 shares
0.07% of the 13F portfolio, value $427,163.
13F-HR 0001214659-26-009031 filed by RAFFA WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,763 sharesChange vs previous 13F +60 shares
0.06% of the 13F portfolio, value $413,849.
13F-HR 0001214659-26-009030 filed by RAFFA WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,703 sharesChange vs previous 13F +58 shares
0.07% of the 13F portfolio, value $406,151.
13F-HR 0001214659-26-009029 filed by RAFFA WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,645 sharesChange vs previous 13F +6,828 shares
0.08% of the 13F portfolio, value $382,735.
13F-HR 0001214659-26-009028 filed by RAFFA WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,817 sharesChange vs previous 13F +21 shares
0.04% of the 13F portfolio, value $178,593.
13F-HR 0001214659-26-009027 filed by RAFFA WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,796 sharesChange vs previous 13F +4,540 shares
0.04% of the 13F portfolio, value $188,320.
13F-HR 0001214659-26-009037 filed by RAFFA WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,256 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $187,485.
13F-HR 0001214659-26-009026 filed by RAFFA WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).