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Red Door Wealth Management, LLC: SCHM position timeline

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

Red Door Wealth Management, LLC held 75,018 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,018 shares
    Change vs previous 13F -373 shares

    0.25% of the 13F portfolio, value $2,765,919.

    13F-HR 0001172661-26-002598 filed by Red Door Wealth Management, 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 75,391 shares
    Change vs previous 13F -4,884 shares

    0.24% of the 13F portfolio, value $2,334,118.

    13F-HR 0001172661-26-001522 filed by Red Door Wealth Management, 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 80,275 shares
    Change vs previous 13F +2,123 shares

    0.25% of the 13F portfolio, value $2,413,874.

    13F-HR 0001172661-26-000224 filed by Red Door Wealth Management, 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 78,152 shares
    Change vs previous 13F -3,784 shares

    0.25% of the 13F portfolio, value $2,316,431.

    13F-HR 0001172661-25-004250 filed by Red Door Wealth Management, 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 81,936 shares
    Change vs previous 13F -500 shares

    0.27% of the 13F portfolio, value $2,298,308.

    13F-HR 0001172661-25-002661 filed by Red Door Wealth Management, 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 82,436 shares
    Change vs previous 13F -1,823 shares

    0.32% of the 13F portfolio, value $2,159,828.

    13F-HR 0001172661-25-001542 filed by Red Door Wealth Management, 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 84,259 shares
    Change vs previous 13F +59,742 shares

    0.36% of the 13F portfolio, value $2,334,813.

    13F-HR 0001172661-25-000262 filed by Red Door Wealth Management, 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 24,517 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,037,134.

    13F-HR 0001172661-24-004270 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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