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Disclosery

TRUST POINT INC.: SCHM position timeline

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

TRUST POINT INC. held 247,145 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,145 shares
    Change vs previous 13F +1,777 shares

    0.77% of the 13F portfolio, value $9,112,236.

    13F-HR 0001635633-26-000005 filed by TRUST POINT 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 245,368 shares
    Change vs previous 13F -48,115 shares

    0.66% of the 13F portfolio, value $7,596,593.

    13F-HR 0001635633-26-000004 filed by TRUST POINT 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 293,483 shares
    Change vs previous 13F +5,760 shares

    0.7% of the 13F portfolio, value $8,825,031.

    13F-HR 0001635633-26-000001 filed by TRUST POINT 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 287,723 shares
    Change vs previous 13F -5,581 shares

    0.69% of the 13F portfolio, value $8,528,110.

    13F-HR 0001635633-25-000009 filed by TRUST POINT 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 293,304 shares
    Change vs previous 13F -189,842 shares

    0.78% of the 13F portfolio, value $8,227,179.

    13F-HR 0001635633-25-000004 filed by TRUST POINT 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 483,146 shares
    Change vs previous 13F +458 shares

    1.15% of the 13F portfolio, value $12,658,425.

    13F-HR 0001635633-25-000003 filed by TRUST POINT 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 482,688 shares
    Change vs previous 13F +256,593 shares

    0.93% of the 13F portfolio, value $13,375,285.

    13F-HR 0001635633-25-000001 filed by TRUST POINT 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 226,095 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $18,786,236.

    13F-HR 0001635633-24-000009 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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