Skip to content
Disclosery

Tradition Wealth Management, LLC: SCHM position timeline

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

Tradition Wealth Management, LLC held 87,235 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,235 shares
    Change vs previous 13F +208 shares

    0.2% of the 13F portfolio, value $3,216,368.

    13F-HR 0001843010-26-000004 filed by Tradition Wealth Management, 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 87,027 shares
    Change vs previous 13F -736 shares

    0.19% of the 13F portfolio, value $2,694,350.

    13F-HR 0001843010-26-000003 filed by Tradition Wealth Management, 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 87,763 shares
    Change vs previous 13F -3,065 shares

    0.19% of the 13F portfolio, value $2,639,032.

    13F-HR 0001843010-26-000001 filed by Tradition Wealth Management, 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 90,828 shares
    Change vs previous 13F -678 shares

    0.2% of the 13F portfolio, value $2,692,154.

    13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, 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 91,506 shares
    Change vs previous 13F +30 shares

    0.2% of the 13F portfolio, value $2,566,734.

    13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, 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 91,476 shares
    Change vs previous 13F +1,059 shares

    0.21% of the 13F portfolio, value $2,396,667.

    13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, 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 90,417 shares
    Change vs previous 13F +60,406 shares

    0.22% of the 13F portfolio, value $2,505,452.

    13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, 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 30,011 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,493,583.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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