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Disclosery

Sigma Planning Corp: SCHM position timeline

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

Sigma Planning Corp held 28,746 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,746 shares
    Change vs previous 13F -241 shares

    0.03% of the 13F portfolio, value $1,059,865.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 28,987 shares
    Change vs previous 13F -1,468 shares

    0.02% of the 13F portfolio, value $897,425.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 30,455 shares
    Change vs previous 13F -324 shares

    0.03% of the 13F portfolio, value $915,784.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 30,779 shares
    Change vs previous 13F -936 shares

    0.03% of the 13F portfolio, value $912,293.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 31,715 shares
    Change vs previous 13F -822 shares

    0.03% of the 13F portfolio, value $889,597.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 32,537 shares
    Change vs previous 13F +302 shares

    0.03% of the 13F portfolio, value $852,481.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 32,235 shares
    Change vs previous 13F +21,330 shares

    0.03% of the 13F portfolio, value $893,223.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 10,905 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $906,099.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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