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Disclosery

CWM, LLC: SCHA position timeline

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

CWM, LLC held 188,241 SCHA shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 188,241 shares
    Change vs previous 13F -16,728 shares

    0.01% of the 13F portfolio, value $5,474,044.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 204,969 shares
    Change vs previous 13F +4,322 shares

    0.02% of the 13F portfolio, value $5,838,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 200,647 shares
    Change vs previous 13F -8,157 shares

    0.02% of the 13F portfolio, value $5,598,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 208,804 shares
    Change vs previous 13F -16,788 shares

    0.02% of the 13F portfolio, value $5,283,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 225,592 shares
    Change vs previous 13F -11,845 shares

    0.02% of the 13F portfolio, value $5,286,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 237,437 shares
    Change vs previous 13F +119,672 shares

    0.03% of the 13F portfolio, value $6,140,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 117,765 shares
    Change vs previous 13F +2,998 shares

    0.03% of the 13F portfolio, value $6,065,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 114,767 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,446,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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