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United Advisor Group, LLC: SCHM position timeline

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

United Advisor Group, LLC held 133,472 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,472 shares
    Change vs previous 13F +2,155 shares

    0.52% of the 13F portfolio, value $4,921,131.

    13F-HR 0002004873-26-000003 filed by United Advisor Group, 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 131,317 shares
    Change vs previous 13F +11,156 shares

    0.5% of the 13F portfolio, value $4,065,577.

    13F-HR 0002004873-26-000002 filed by United Advisor Group, 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 120,161 shares
    Change vs previous 13F +14,185 shares

    0.46% of the 13F portfolio, value $3,613,232.

    13F-HR 0002004873-26-000001 filed by United Advisor Group, 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 105,976 shares
    Change vs previous 13F +15,210 shares

    0.42% of the 13F portfolio, value $3,141,142.

    13F-HR 0002004873-25-000007 filed by United Advisor Group, 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 90,766 shares
    Change vs previous 13F +33,927 shares

    0.44% of the 13F portfolio, value $2,545,986.

    13F-HR 0002004873-25-000005 filed by United Advisor Group, 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 56,839 shares
    Change vs previous 13F +8,442 shares

    0.31% of the 13F portfolio, value $1,489,191.

    13F-HR 0002004873-25-000002 filed by United Advisor Group, 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 48,397 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,341,081.

    13F-HR 0002004873-25-000001 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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