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Seneca Financial Advisors LLC: SCHM position timeline

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

Seneca Financial Advisors LLC held 767,806 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 767,806 shares
    Change vs previous 13F +6,778 shares

    7.35% of the 13F portfolio, value $28,309,006.

    13F-HR 0001214659-26-009055 filed by Seneca Financial 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 761,028 shares
    Change vs previous 13F +28,894 shares

    6.9% of the 13F portfolio, value $23,561,436.

    13F-HR 0001214659-26-004973 filed by Seneca Financial 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 732,134 shares
    Change vs previous 13F +35,967 shares

    6.7% of the 13F portfolio, value $22,015,256.

    13F-HR 0001214659-26-000837 filed by Seneca Financial 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 696,167 shares
    Change vs previous 13F +100,076 shares

    6.74% of the 13F portfolio, value $20,634,394.

    13F-HR 0001214659-25-015221 filed by Seneca Financial 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 596,091 shares
    Change vs previous 13F +134,837 shares

    6.44% of the 13F portfolio, value $16,720,365.

    13F-HR 0001214659-25-012852 filed by Seneca Financial 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 461,254 shares
    Change vs previous 13F +8,561 shares

    5.86% of the 13F portfolio, value $12,084,846.

    13F-HR 0001214659-25-012851 filed by Seneca Financial 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 452,693 shares
    Change vs previous 13F +300,682 shares

    6.23% of the 13F portfolio, value $12,544,116.

    13F-HR 0001214659-25-012850 filed by Seneca Financial 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 152,011 shares
    Change vs previous 13F not available

    6.14% of the 13F portfolio, value $12,630,572.

    13F-HR 0001214659-25-012849 filed by Seneca Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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