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Diversify Advisory Services, LLC: SCHM position timeline

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

Diversify Advisory Services, LLC held 330,810 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 330,810 shares
    Change vs previous 13F +156,866 shares

    0.1% of the 13F portfolio, value $11,568,408.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 165,405 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 165,405 shares

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

  2. period ended2026-03-31
    13F 173,944 shares
    Change vs previous 13F -11,661 shares

    0.1% of the 13F portfolio, value $5,797,559.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 173,944 shares

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

  3. period ended2025-12-31
    13F 185,605 shares
    Change vs previous 13F +12,724 shares

    0.11% of the 13F portfolio, value $5,910,633.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 41,010 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 144,595 shares

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

  4. period ended2025-09-30
    13F 172,881 shares
    Change vs previous 13F -1,176 shares

    0.11% of the 13F portfolio, value $5,094,809.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 27,372 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 145,509 shares

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

  5. period ended2025-06-30
    13F 174,057 shares
    Change vs previous 13F -1,920 shares

    0.12% of the 13F portfolio, value $5,019,799.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 26,882 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 147,175 shares

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

  6. period ended2025-03-31
    13F 175,977 shares
    Change vs previous 13F -157 shares

    0.15% of the 13F portfolio, value $4,512,063.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 23,239 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 152,738 shares

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

  7. period ended2024-12-31
    13F 176,134 shares
    Change vs previous 13F -970 shares

    0.16% of the 13F portfolio, value $4,864,826.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 23,007 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 153,127 shares

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

  8. period ended2024-09-30
    13F 177,104 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,907,938.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 23,153 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 153,951 shares

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