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Tiller Private Wealth, Inc.: SCHM position timeline

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

Tiller Private Wealth, Inc. held 297,198 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 297,198 shares
    Change vs previous 13F -21,881 shares

    3.43% of the 13F portfolio, value $10,957,688.

    13F-HR 0001663649-26-000003 filed by Tiller Private Wealth, Inc.
    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 319,079 shares
    Change vs previous 13F -8,200 shares

    3.51% of the 13F portfolio, value $9,878,681.

    13F-HR 0001663649-26-000002 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 327,279 shares
    Change vs previous 13F -30,284 shares

    3.5% of the 13F portfolio, value $9,841,278.

    13F-HR 0001663649-26-000001 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 357,563 shares
    Change vs previous 13F -952 shares

    3.77% of the 13F portfolio, value $10,598,177.

    13F-HR 0001663649-25-000002 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 358,515 shares
    Change vs previous 13F -3,793 shares

    3.82% of the 13F portfolio, value $10,057,000.

    13F-HR 0001085146-25-003916 filed by Tiller Private Wealth, Inc.
    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 362,308 shares
    Change vs previous 13F +2,530 shares

    3.95% of the 13F portfolio, value $9,492,000.

    13F-HR 0001085146-25-002880 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 359,778 shares
    Change vs previous 13F +241,735 shares

    4.23% of the 13F portfolio, value $9,969,444.

    13F-HR 0001085146-25-001259 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 118,043 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $9,808,140.

    13F-HR 0001085146-24-005404 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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