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Disclosery

Schaeffer Financial LLC: SCHM position timeline

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

Schaeffer Financial LLC held 142,468 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 142,468 shares
    Change vs previous 13F +8,739 shares

    4.06% of the 13F portfolio, value $5,252,813.

    13F-HR 0001705819-26-000049 filed by Schaeffer Financial 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 133,729 shares
    Change vs previous 13F +2,962 shares

    3.48% of the 13F portfolio, value $4,140,238.

    13F-HR 0001705819-26-000031 filed by Schaeffer Financial 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 130,767 shares
    Change vs previous 13F -132,217 shares

    3.43% of the 13F portfolio, value $3,932,156.

    13F-HR 0001705819-26-000018 filed by Schaeffer Financial 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 262,984 shares
    Change vs previous 13F +19,765 shares

    7.07% of the 13F portfolio, value $7,794,860.

    13F-HR 0001705819-25-000073 filed by Schaeffer Financial 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 243,219 shares
    Change vs previous 13F +11,790 shares

    6.66% of the 13F portfolio, value $6,822,279.

    13F-HR 0001705819-25-000047 filed by Schaeffer Financial 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 231,429 shares
    Change vs previous 13F -91,290 shares

    6.69% of the 13F portfolio, value $6,063,434.

    13F-HR 0001705819-25-000034 filed by Schaeffer Financial 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 322,719 shares
    Change vs previous 13F +216,789 shares

    8.92% of the 13F portfolio, value $8,942,546.

    13F-HR 0001705819-25-000014 filed by Schaeffer Financial 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 105,930 shares
    Change vs previous 13F not available

    8.94% of the 13F portfolio, value $8,801,714.

    13F-HR 0001705819-24-000060 filed by Schaeffer Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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