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Disclosery

CWM, LLC: SCHM position timeline

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

CWM, LLC held 166,139 SCHM 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 166,139 shares
    Change vs previous 13F -8,276 shares

    0.01% of the 13F portfolio, value $5,143,665.

    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 174,415 shares
    Change vs previous 13F -4,098 shares

    0.01% of the 13F portfolio, value $5,245,000.

    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 178,513 shares
    Change vs previous 13F -29,942 shares

    0.02% of the 13F portfolio, value $5,291,000.

    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 208,455 shares
    Change vs previous 13F -41,518 shares

    0.02% of the 13F portfolio, value $5,847,000.

    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 249,973 shares
    Change vs previous 13F -15,257 shares

    0.03% of the 13F portfolio, value $6,549,000.

    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 265,230 shares
    Change vs previous 13F +177,466 shares

    0.03% of the 13F portfolio, value $7,350,000.

    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 87,764 shares
    Change vs previous 13F -1,028 shares

    0.03% of the 13F portfolio, value $7,292,000.

    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 88,792 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,911,000.

    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).