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Disclosery

Sunbelt Securities, Inc.: SCHM position timeline

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

Sunbelt Securities, Inc. held 296,948 SCHM shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 296,948 shares
    Change vs previous 13F +11,141 shares

    0.58% of the 13F portfolio, value $9,193,525.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 285,807 shares
    Change vs previous 13F +23,284 shares

    0.57% of the 13F portfolio, value $8,594,211.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 262,523 shares
    Change vs previous 13F +15,555 shares

    0.54% of the 13F portfolio, value $7,781,190.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 246,968 shares
    Change vs previous 13F +2,996 shares

    0.6% of the 13F portfolio, value $6,843,475.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 243,972 shares
    Change vs previous 13F -3,125 shares

    0.57% of the 13F portfolio, value $6,392,078.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 247,097 shares
    Change vs previous 13F +156,025 shares

    0.6% of the 13F portfolio, value $6,837,166.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 91,072 shares
    Change vs previous 13F +1,892 shares

    0.74% of the 13F portfolio, value $7,567,197.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 89,180 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $6,940,854.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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