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OSAIC HOLDINGS, INC.: SCHM position timeline

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

OSAIC HOLDINGS, INC. held 766,354 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 766,354 shares
    Change vs previous 13F +101,552 shares

    0.03% of the 13F portfolio, value $28,258,335.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 664,802 shares
    Change vs previous 13F +29,004 shares

    0.03% of the 13F portfolio, value $20,584,302.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 635,798 shares
    Change vs previous 13F +48,577 shares

    0.03% of the 13F portfolio, value $19,119,997.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 587,221 shares
    Change vs previous 13F +236,203 shares

    0.02% of the 13F portfolio, value $17,386,210.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 351,018 shares
    Change vs previous 13F -35,962 shares

    0.02% of the 13F portfolio, value $9,847,560.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 386,980 shares
    Change vs previous 13F +42,294 shares

    0.02% of the 13F portfolio, value $10,140,036.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 344,686 shares
    Change vs previous 13F +213,865 shares

    0.02% of the 13F portfolio, value $9,551,855.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 130,821 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,871,408.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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