Skip to content
Disclosery

Shum Financial Group, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shum Financial Group, Inc. on SCHW, newest first. How the timeline and the estimate are built.

Shum Financial Group, Inc. held 8,598 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,598 shares
    Change vs previous 13F +921 shares

    0.48% of the 13F portfolio, value $840,414.

    13F-HR 0002044675-26-000007 filed by Shum Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,677 shares
    Change vs previous 13F +1,369 shares

    0.43% of the 13F portfolio, value $708,400.

    13F-HR 0002044675-26-000006 filed by Shum Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,308 shares
    Change vs previous 13F +624 shares

    0.42% of the 13F portfolio, value $592,870.

    13F-HR 0002044675-26-000004 filed by Shum Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,684 shares
    Change vs previous 13F +1,202 shares

    0.41% of the 13F portfolio, value $567,935.

    13F-HR 0002044675-26-000001 filed by Shum Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,482 shares
    Change vs previous 13F +1,166 shares

    0.32% of the 13F portfolio, value $427,941.

    13F-HR 0002044675-25-000010 filed by Shum Financial Group, 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 3,316 shares
    Change vs previous 13F +588 shares

    0.22% of the 13F portfolio, value $259,576.

    13F-HR 0002044675-25-000002 filed by Shum Financial Group, 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 2,728 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $201,899.

    13F-HR 0002044675-25-000001 filed by Shum Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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