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Savvy Advisors, Inc.: SCHM position timeline

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

Savvy Advisors, Inc. held 102,651 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,651 shares
    Change vs previous 13F -6,491 shares

    0.08% of the 13F portfolio, value $3,784,730.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 109,142 shares
    Change vs previous 13F +71,612 shares

    0.09% of the 13F portfolio, value $3,379,035.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 37,530 shares
    Change vs previous 13F -730 shares

    0.04% of the 13F portfolio, value $1,128,518.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 38,260 shares
    Change vs previous 13F -1,922 shares

    0.05% of the 13F portfolio, value $1,134,030.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 40,182 shares
    Change vs previous 13F +3,359 shares

    0.08% of the 13F portfolio, value $1,127,099.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 36,823 shares
    Change vs previous 13F +1,171 shares

    0.1% of the 13F portfolio, value $964,774.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 35,652 shares
    Change vs previous 13F +27,352 shares

    0.12% of the 13F portfolio, value $987,915.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 8,300 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $689,676.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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