Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: SCHM position timeline

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

Steward Partners Investment Advisory, LLC held 33,218 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,218 shares
    Change vs previous 13F +7,126 shares

    0.01% of the 13F portfolio, value $1,224,734.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 26,092 shares
    Change vs previous 13F +2,087 shares

    <0.01% of the 13F portfolio, value $807,798.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 24,005 shares
    Change vs previous 13F -3,161 shares

    <0.01% of the 13F portfolio, value $721,824.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 27,166 shares
    Change vs previous 13F +7,089 shares

    <0.01% of the 13F portfolio, value $805,208.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 20,077 shares
    Change vs previous 13F -400 shares

    <0.01% of the 13F portfolio, value $563,172.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 20,477 shares
    Change vs previous 13F -1,915 shares

    <0.01% of the 13F portfolio, value $536,509.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 22,392 shares
    Change vs previous 13F +15,669 shares

    0.01% of the 13F portfolio, value $620,469.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 6,723 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $558,638.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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