Skip to content
Disclosery

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV: SCHM position timeline

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

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV held 285,914 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 285,914 shares
    Change vs previous 13F -4,185 shares

    2.71% of the 13F portfolio, value $10,541,665.

    13F-HR 0000920655-26-000005 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 290,099 shares
    Change vs previous 13F +1,340 shares

    2.69% of the 13F portfolio, value $8,981,479.

    13F-HR 0000920655-26-000004 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 288,759 shares
    Change vs previous 13F +4,039 shares

    2.53% of the 13F portfolio, value $8,682,978.

    13F-HR 0000920655-26-000001 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 284,720 shares
    Change vs previous 13F +7,967 shares

    2.47% of the 13F portfolio, value $8,439,100.

    13F-HR 0000920655-25-000007 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 276,753 shares
    Change vs previous 13F +11,796 shares

    2.49% of the 13F portfolio, value $7,762,915.

    13F-HR 0000920655-25-000004 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 264,957 shares
    Change vs previous 13F +7,381 shares

    2.47% of the 13F portfolio, value $6,941,880.

    13F-HR 0000920655-25-000003 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 257,576 shares
    Change vs previous 13F +169,264 shares

    2.45% of the 13F portfolio, value $7,137,443.

    13F-HR 0000920655-25-000002 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    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 88,312 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $7,337,807.

    13F-HR 0000920655-24-000006 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
    Filed (acceptance time not in the bulk data set), ingested

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