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SWS Partners: SCHM position timeline

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

SWS Partners held 70,103 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,103 shares
    Change vs previous 13F +132 shares

    0.56% of the 13F portfolio, value $2,584,681.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 69,971 shares
    Change vs previous 13F -4,555 shares

    0.53% of the 13F portfolio, value $2,166,308.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 74,526 shares
    Change vs previous 13F +77 shares

    0.54% of the 13F portfolio, value $2,240,987.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 74,449 shares
    Change vs previous 13F -798 shares

    0.54% of the 13F portfolio, value $2,206,665.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 75,247 shares
    Change vs previous 13F +1,809 shares

    0.57% of the 13F portfolio, value $2,110,694.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 73,438 shares
    Change vs previous 13F -3,595 shares

    0.63% of the 13F portfolio, value $1,924,082.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 77,033 shares
    Change vs previous 13F +51,460 shares

    0.65% of the 13F portfolio, value $2,134,586.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 25,573 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,124,922.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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