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Disclosery

CWM, LLC: SCHR position timeline

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

CWM, LLC held 135,860 SCHR 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 135,860 shares
    Change vs previous 13F -44,057 shares

    0.01% of the 13F portfolio, value $3,384,276.

    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 179,917 shares
    Change vs previous 13F -72,852 shares

    0.01% of the 13F portfolio, value $4,512,000.

    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 252,769 shares
    Change vs previous 13F -95,362 shares

    0.02% of the 13F portfolio, value $6,352,000.

    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 348,131 shares
    Change vs previous 13F -515,184 shares

    0.03% of the 13F portfolio, value $8,714,000.

    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 863,315 shares
    Change vs previous 13F -174,522 shares

    0.09% of the 13F portfolio, value $21,462,000.

    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 1,037,837 shares
    Change vs previous 13F -41,592 shares

    0.1% of the 13F portfolio, value $25,209,000.

    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 1,079,429 shares
    Change vs previous 13F +509,812 shares

    0.24% of the 13F portfolio, value $54,619,000.

    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 569,617 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $27,780,000.

    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).