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River Wealth Advisors LLC: SCHM position timeline

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

River Wealth Advisors LLC held 86,029 SCHM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 86,029 shares
    Change vs previous 13F -4,442 shares

    0.33% of the 13F portfolio, value $3,171,871.

    13F-HR/A 0001642570-26-000008 filed by River Wealth Advisors 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 90,471 shares
    Change vs previous 13F -3,627 shares

    0.32% of the 13F portfolio, value $2,800,967.

    13F-HR 0001642570-26-000005 filed by River Wealth Advisors 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 94,098 shares
    Change vs previous 13F -404 shares

    0.32% of the 13F portfolio, value $2,829,512.

    13F-HR 0001642570-26-000003 filed by River Wealth Advisors 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 94,502 shares
    Change vs previous 13F +4,558 shares

    0.33% of the 13F portfolio, value $2,801,025.

    13F-HR 0001642570-25-000011 filed by River Wealth Advisors 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 89,944 shares
    Change vs previous 13F -451 shares

    0.31% of the 13F portfolio, value $2,522,939.

    13F-HR 0001642570-25-000009 filed by River Wealth Advisors 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 90,395 shares
    Change vs previous 13F -3,877 shares

    0.33% of the 13F portfolio, value $2,368,358.

    13F-HR 0001642570-25-000006 filed by River Wealth Advisors 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 94,272 shares
    Change vs previous 13F +62,133 shares

    0.35% of the 13F portfolio, value $2,612,287.

    13F-HR 0001642570-25-000004 filed by River Wealth Advisors 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 32,139 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,670,457.

    13F-HR 0001642570-24-000009 filed by River Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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