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Roundview Capital LLC: SCHM position timeline

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

Roundview Capital LLC held 132,051 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,051 shares
    Change vs previous 13F +357 shares

    0.27% of the 13F portfolio, value $4,868,716.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 131,694 shares
    Change vs previous 13F +1,014 shares

    0.25% of the 13F portfolio, value $4,077,243.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 130,680 shares
    Change vs previous 13F +4,176 shares

    0.24% of the 13F portfolio, value $3,929,544.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 126,504 shares
    Change vs previous 13F -9,578 shares

    0.24% of the 13F portfolio, value $3,749,575.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 136,082 shares
    Change vs previous 13F +11,371 shares

    0.26% of the 13F portfolio, value $3,817,097.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 124,711 shares
    Change vs previous 13F -844 shares

    0.24% of the 13F portfolio, value $3,267,426.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 125,555 shares
    Change vs previous 13F +84,159 shares

    0.24% of the 13F portfolio, value $3,479,126.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 41,396 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,439,618.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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