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CARY STREET PARTNERS ASSET MANAGEMENT LLC: SCHM position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 250,031 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,031 shares
    Change vs previous 13F -1,704 shares

    0.18% of the 13F portfolio, value $9,218,673.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 248,565 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,466 shares

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

  2. period ended2026-03-31
    13F 251,735 shares
    Change vs previous 13F -3,534 shares

    0.18% of the 13F portfolio, value $7,793,729.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 250,718 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,017 shares

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

  3. period ended2025-12-31
    13F 255,269 shares
    Change vs previous 13F -1,619 shares

    0.17% of the 13F portfolio, value $7,675,924.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 254,906 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 363 shares

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

  4. period ended2025-09-30
    13F 256,888 shares
    Change vs previous 13F -9,615 shares

    0.2% of the 13F portfolio, value $7,614,159.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS 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 266,503 shares
    Change vs previous 13F -18,100 shares

    0.21% of the 13F portfolio, value $7,475,402.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 266,503 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  6. period ended2025-03-31
    13F 284,603 shares
    Change vs previous 13F -13,257 shares

    0.22% of the 13F portfolio, value $7,456,586.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 283,997 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 606 shares

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

  7. period ended2024-12-31
    13F 297,860 shares
    Change vs previous 13F +199,214 shares

    0.27% of the 13F portfolio, value $8,253,710.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 297,860 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  8. period ended2024-09-30
    13F 98,646 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $8,196,532.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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