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Selective Wealth Management, Inc.: SCHM position timeline

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

Selective Wealth Management, Inc. held 14,841 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,841 shares
    Change vs previous 13F -1,179 shares

    0.14% of the 13F portfolio, value $519,294.

    13F-HR 0001755670-26-000003 filed by Selective Wealth Management, 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 16,020 shares
    Change vs previous 13F +2,888 shares

    0.16% of the 13F portfolio, value $533,950.

    13F-HR 0001755670-26-000002 filed by Selective Wealth Management, 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 13,132 shares
    Change vs previous 13F +1,024 shares

    0.13% of the 13F portfolio, value $422,719.

    13F-HR 0001755670-26-000001 filed by Selective Wealth Management, 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 12,108 shares
    Change vs previous 13F +31 shares

    0.12% of the 13F portfolio, value $360,213.

    13F-HR 0001755670-25-000006 filed by Selective Wealth Management, 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 12,077 shares
    Change vs previous 13F -1,356 shares

    0.13% of the 13F portfolio, value $346,127.

    13F-HR 0001755670-25-000003 filed by Selective Wealth Management, 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 13,433 shares
    Change vs previous 13F -13 shares

    0.14% of the 13F portfolio, value $327,228.

    13F-HR 0001755670-25-000002 filed by Selective Wealth Management, 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 13,446 shares
    Change vs previous 13F +7,891 shares

    0.15% of the 13F portfolio, value $378,236.

    13F-HR 0001755670-25-000001 filed by Selective Wealth Management, 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 5,555 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $458,621.

    13F-HR 0001755670-24-000006 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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