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SIMA Wealth Partners, LLC: SCHM position timeline

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

SIMA Wealth Partners, LLC held 24,418 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,418 shares
    Change vs previous 13F -330 shares

    0.64% of the 13F portfolio, value $900,307.

    13F-HR 0002135539-26-000011 filed by SIMA Wealth Partners, 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 24,748 shares
    Change vs previous 13F -731 shares

    0.58% of the 13F portfolio, value $766,193.

    13F-HR 0002135539-26-000001 filed by SIMA Wealth Partners, 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 25,479 shares
    Change vs previous 13F -99 shares

    0.58% of the 13F portfolio, value $766,141.

    13F-HR 0002135539-26-000003 filed by SIMA Wealth Partners, 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 25,578 shares
    Change vs previous 13F -137 shares

    0.58% of the 13F portfolio, value $758,142.

    13F-HR 0002135539-26-000004 filed by SIMA Wealth Partners, 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 25,715 shares
    Change vs previous 13F -12,575 shares

    0.58% of the 13F portfolio, value $721,310.

    13F-HR 0002135539-26-000006 filed by SIMA Wealth Partners, 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 38,290 shares
    Change vs previous 13F -2,420 shares

    0.83% of the 13F portfolio, value $1,003,211.

    13F-HR 0002135539-26-000007 filed by SIMA Wealth Partners, 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 40,710 shares
    Change vs previous 13F +26,442 shares

    0.96% of the 13F portfolio, value $1,128,074.

    13F-HR 0002135539-26-000008 filed by SIMA Wealth Partners, 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 14,268 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,185,517.

    13F-HR 0002135539-26-000009 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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