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Advisor OS, LLC: SCHM position timeline

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

Advisor OS, LLC held 9,575 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 9,575 shares
    Change vs previous 13F -335 shares

    0.02% of the 13F portfolio, value $353,042.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 9,910 shares
    Change vs previous 13F -251 shares

    0.02% of the 13F portfolio, value $306,808.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 10,161 shares
    Change vs previous 13F -146 shares

    0.02% of the 13F portfolio, value $305,534.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 10,307 shares
    Change vs previous 13F +46 shares

    0.03% of the 13F portfolio, value $305,491.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 10,261 shares
    Change vs previous 13F -55 shares

    0.03% of the 13F portfolio, value $287,829.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 10,316 shares
    Change vs previous 13F +307 shares

    0.03% of the 13F portfolio, value $270,292.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 10,009 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $277,356.

    13F-HR 0001085146-25-000780 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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