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Tradition Wealth Management, LLC: SCHR position timeline

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

Tradition Wealth Management, LLC held 956,897 SCHR 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 956,897 shares
    Change vs previous 13F +46,962 shares

    1.44% of the 13F portfolio, value $23,597,072.

    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 909,935 shares
    Change vs previous 13F -41,694 shares

    1.61% of the 13F portfolio, value $22,666,483.

    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 951,629 shares
    Change vs previous 13F +47,658 shares

    1.71% of the 13F portfolio, value $23,866,860.

    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 903,971 shares
    Change vs previous 13F +42,359 shares

    1.68% of the 13F portfolio, value $22,716,798.

    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 861,612 shares
    Change vs previous 13F +16,038 shares

    1.72% of the 13F portfolio, value $21,566,153.

    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 845,574 shares
    Change vs previous 13F +42,993 shares

    1.85% of the 13F portfolio, value $21,020,958.

    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 802,581 shares
    Change vs previous 13F +426,517 shares

    1.72% of the 13F portfolio, value $19,494,682.

    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 376,064 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $19,028,842.

    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).