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Disclosery

RFG Advisory, LLC: SCHM position timeline

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

RFG Advisory, LLC held 137,619 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 137,619 shares
    Change vs previous 13F -96,402 shares

    0.08% of the 13F portfolio, value $5,074,029.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 234,021 shares
    Change vs previous 13F +145,262 shares

    0.13% of the 13F portfolio, value $7,245,275.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 88,759 shares
    Change vs previous 13F -9,322 shares

    0.05% of the 13F portfolio, value $2,668,978.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 98,081 shares
    Change vs previous 13F +76,304 shares

    0.06% of the 13F portfolio, value $2,907,122.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 21,777 shares
    Change vs previous 13F -10,266 shares

    0.01% of the 13F portfolio, value $610,832.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 32,043 shares
    Change vs previous 13F +10,251 shares

    0.02% of the 13F portfolio, value $839,516.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 21,792 shares
    Change vs previous 13F +17,643 shares

    0.02% of the 13F portfolio, value $603,847.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 4,149 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $344,762.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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