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Disclosery

Strategic Family Wealth Counselors, L.L.C.: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Family Wealth Counselors, L.L.C. on SCHM, newest first. How the timeline and the estimate are built.

Strategic Family Wealth Counselors, L.L.C. held 347,032 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 347,032 shares
    Change vs previous 13F -1,041 shares

    2.98% of the 13F portfolio, value $12,795,057.

    13F-HR 0001729755-26-000003 filed by Strategic Family Wealth Counselors, L.L.C.
    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 348,073 shares
    Change vs previous 13F -11,837 shares

    2.83% of the 13F portfolio, value $10,776,355.

    13F-HR 0001729755-26-000002 filed by Strategic Family Wealth Counselors, L.L.C.
    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 359,910 shares
    Change vs previous 13F +10,599 shares

    2.56% of the 13F portfolio, value $11,416,347.

    13F-HR 0001729755-26-000001 filed by Strategic Family Wealth Counselors, L.L.C.
    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 349,311 shares
    Change vs previous 13F -1,266 shares

    2.66% of the 13F portfolio, value $10,353,591.

    13F-HR 0001729755-25-000002 filed by Strategic Family Wealth Counselors, L.L.C.
    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 350,577 shares
    Change vs previous 13F -2,730 shares

    2.8% of the 13F portfolio, value $9,833,682.

    13F-HR 0001221073-25-000080 filed by Strategic Family Wealth Counselors, L.L.C.
    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 353,307 shares
    Change vs previous 13F +3,311 shares

    3.01% of the 13F portfolio, value $9,256,649.

    13F-HR 0001221073-25-000050 filed by Strategic Family Wealth Counselors, L.L.C.
    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 349,996 shares
    Change vs previous 13F +236,764 shares

    3.16% of the 13F portfolio, value $9,698,401.

    13F-HR 0001221073-25-000018 filed by Strategic Family Wealth Counselors, L.L.C.
    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 113,232 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $9,408,412.

    13F-HR 0001221073-24-000094 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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