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Disclosery

CWM, LLC: SCHC position timeline

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

CWM, LLC held 18,762 SCHC 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 18,762 shares
    Change vs previous 13F -5,595 shares

    <0.01% of the 13F portfolio, value $876,949.

    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 24,357 shares
    Change vs previous 13F -3,576 shares

    <0.01% of the 13F portfolio, value $1,109,000.

    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 27,933 shares
    Change vs previous 13F -9,029 shares

    <0.01% of the 13F portfolio, value $1,271,000.

    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 36,962 shares
    Change vs previous 13F -7,444 shares

    0.01% of the 13F portfolio, value $1,574,000.

    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 44,406 shares
    Change vs previous 13F -16,746 shares

    0.01% of the 13F portfolio, value $1,593,000.

    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 61,152 shares
    Change vs previous 13F -2,150 shares

    0.01% of the 13F portfolio, value $2,099,000.

    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 63,302 shares
    Change vs previous 13F -751 shares

    0.01% of the 13F portfolio, value $2,439,000.

    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 64,053 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,279,000.

    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).