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Savant Capital, LLC: SCHM position timeline

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

Savant Capital, LLC held 3,231,643 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 3,231,643 shares
    Change vs previous 13F +2,752,495 shares

    0.34% of the 13F portfolio, value $114,589,032.

    13F-HR 0001482880-26-000014 filed by Savant Capital, LLC
    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 479,148 shares
    Change vs previous 13F -365 shares

    0.07% of the 13F portfolio, value $14,834,412.

    13F-HR 0001482880-26-000009 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 479,513 shares
    Change vs previous 13F -9,828 shares

    0.08% of the 13F portfolio, value $14,418,952.

    13F-HR 0001482880-26-000005 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 489,341 shares
    Change vs previous 13F +2,837 shares

    0.09% of the 13F portfolio, value $14,504,066.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 486,504 shares
    Change vs previous 13F -11,128 shares

    0.1% of the 13F portfolio, value $13,646,424.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, LLC
    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/A 497,632 shares
    Change vs previous 13F -10,403 shares

    0.11% of the 13F portfolio, value $13,037,962.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 508,035 shares
    Change vs previous 13F +333,161 shares

    0.11% of the 13F portfolio, value $14,077,649.

    13F-HR 0001085146-25-000573 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 174,874 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $14,530,273.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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