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Disclosery

WBH ADVISORY INC: SCHM position timeline

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

WBH ADVISORY INC held 76,536 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,536 shares
    Change vs previous 13F -3,185 shares

    0.19% of the 13F portfolio, value $2,821,900.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY 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 79,721 shares
    Change vs previous 13F -444 shares

    0.19% of the 13F portfolio, value $2,491,266.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY 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 80,165 shares
    Change vs previous 13F +6,447 shares

    0.18% of the 13F portfolio, value $2,410,557.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY 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 73,718 shares
    Change vs previous 13F -1,426 shares

    0.17% of the 13F portfolio, value $2,185,005.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY 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 75,144 shares
    Change vs previous 13F -2,596 shares

    0.18% of the 13F portfolio, value $2,107,790.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY 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 77,740 shares
    Change vs previous 13F -3,773 shares

    0.19% of the 13F portfolio, value $2,036,780.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY 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 81,513 shares
    Change vs previous 13F +54,145 shares

    0.21% of the 13F portfolio, value $2,258,718.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY 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 27,368 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,274,011.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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