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Wealthspire Retirement, LLC: SCHM position timeline

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

Wealthspire Retirement, LLC held 55,419 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,419 shares
    Change vs previous 13F -2,994 shares

    0.11% of the 13F portfolio, value $2,043,299.

    13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, 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 58,413 shares
    Change vs previous 13F -1,170 shares

    0.11% of the 13F portfolio, value $1,808,465.

    13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, 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 59,583 shares
    Change vs previous 13F -2,238 shares

    0.11% of the 13F portfolio, value $1,791,659.

    13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, 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/A 61,821 shares
    Change vs previous 13F -4,192 shares

    0.12% of the 13F portfolio, value $1,832,363.

    13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, 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 66,013 shares
    Change vs previous 13F -9,518 shares

    0.12% of the 13F portfolio, value $1,851,659.

    13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, 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 75,531 shares
    Change vs previous 13F -2,925 shares

    0.16% of the 13F portfolio, value $1,978,913.

    13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, 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 78,456 shares
    Change vs previous 13F +52,071 shares

    0.17% of the 13F portfolio, value $2,174,007.

    13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 26,385 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,192,508.

    13F-HR 0001085146-25-001288 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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