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Disclosery

Vestment Financial LLC: SCHM position timeline

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

Vestment Financial LLC held 15,784 SCHM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,784 shares
    Change vs previous 13F +4 shares

    0.24% of the 13F portfolio, value $536,506.

    13F-HR 0002056705-26-000005 filed by Vestment Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,780 shares
    Change vs previous 13F -1,061 shares

    0.25% of the 13F portfolio, value $565,224.

    13F-HR 0002056705-26-000003 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 16,841 shares
    Change vs previous 13F -1,063 shares

    0.27% of the 13F portfolio, value $571,413.

    13F-HR 0002056705-26-000002 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,904 shares
    Change vs previous 13F -1,485 shares

    0.29% of the 13F portfolio, value $567,022.

    13F-HR 0002056705-26-000001 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 19,389 shares
    Change vs previous 13F -2,130 shares

    0.33% of the 13F portfolio, value $580,106.

    13F-HR 0002056705-25-000002 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,519 shares
    Change vs previous 13F -675 shares

    0.39% of the 13F portfolio, value $611,680.

    13F-HR 0001085146-25-003865 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 22,194 shares
    Change vs previous 13F -2 shares

    0.42% of the 13F portfolio, value $585,932.

    13F-HR 0001085146-25-002094 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 22,196 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $617,411.

    13F-HR 0001085146-25-001583 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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