Skip to content
Disclosery

Zhang Financial LLC: SCHM position timeline

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

Zhang Financial LLC held 98,902 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,902 shares
    Change vs previous 13F +55 shares

    0.11% of the 13F portfolio, value $3,646,534.

    13F-HR 0001776290-26-000005 filed by Zhang Financial 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 98,847 shares
    Change vs previous 13F +2,921 shares

    0.11% of the 13F portfolio, value $3,060,287.

    13F-HR 0001776290-26-000004 filed by Zhang 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 ended2025-12-31
    13F 95,926 shares
    Change vs previous 13F +901 shares

    0.11% of the 13F portfolio, value $2,884,485.

    13F-HR 0001776290-26-000002 filed by Zhang 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 ended2025-09-30
    13F 95,025 shares
    Change vs previous 13F +102 shares

    0.11% of the 13F portfolio, value $2,816,541.

    13F-HR 0001776290-25-000006 filed by Zhang 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 ended2025-06-30
    13F 94,923 shares
    Change vs previous 13F -20,243 shares

    0.12% of the 13F portfolio, value $2,662,583.

    13F-HR 0001776290-25-000005 filed by Zhang 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 ended2025-03-31
    13F 115,166 shares
    Change vs previous 13F -429 shares

    0.16% of the 13F portfolio, value $3,017,350.

    13F-HR 0001776290-25-000002 filed by Zhang 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 ended2024-12-31
    13F 115,595 shares
    Change vs previous 13F +79,476 shares

    0.18% of the 13F portfolio, value $3,203,135.

    13F-HR 0001776290-25-000001 filed by Zhang 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 ended2024-09-30
    13F 36,119 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,001,157.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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