<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>SCHM filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of SCHM compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>SCHM: filing for 2026-05-31 -- 6 added, 5 dropped, turnover 10.4%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>497 positions became 498: 6 added (0.3% of the fund), 5 dropped (1.16%). Turnover proxy 10.4%. Largest increases: Sandisk Corp/DE 1.86% to 4.64%; Bloom Energy Corp 0.67% to 1.36%; Flex Ltd 0.46% to 1.03%; Ciena Corp 0.98% to 1.52%; Coherent Corp 0.81% to 1.26%; Sterling Infrastructure Inc 0.26% to 0.49%. Largest decreases: Texas Pacific Land Corp 0.6% to 0.42%; Royal Gold Inc 0.48% to 0.34%; Tenet Healthcare Corp 0.42% to 0.29%; FTAI Aviation Ltd 0.62% to 0.5%; Huntington Ingalls Industries Inc 0.35% to 0.22%; Omnicom Group Inc 0.54% to 0.42%. New: Cerebras Systems Inc (0.13%), Forgent Power Solutions Inc (0.09%), Fervo Energy Co (0.05%), Central BanCo Inc (0.02%), EquipmentShare.com Inc (0.01%), Chicago Mercantile Exchange (0%). Gone: Exact Sciences Corp (0.39%), Hologic Inc (0.33%), Confluent Inc (0.18%), Air Lease Corp (0.13%), Sealed Air Corp (0.12%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 Jul 2026 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2026-02-28 -- 6 added, 7 dropped, turnover 9.1%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>498 positions became 497: 6 added (0.7% of the fund), 7 dropped (1.09%). Turnover proxy 9.1%. Largest increases: Sandisk Corp/DE 0.67% to 1.86%; Lumentum Holdings Inc 0.49% to 0.99%; Ciena Corp 0.62% to 0.98%; Coherent Corp 0.55% to 0.81%; Texas Pacific Land Corp 0.36% to 0.6%; FTAI Aviation Ltd 0.38% to 0.62%. Largest decreases: Unity Software Inc 0.31% to 0.12%; Zillow Group Inc 0.36% to 0.2%; Guidewire Software Inc 0.39% to 0.24%; Pinterest Inc 0.34% to 0.2%; Docusign Inc 0.3% to 0.18%; Hims &amp;amp; Hers Health Inc 0.18% to 0.06%. New: Pinnacle Financial Partners Inc (0.27%), Solstice Advanced Materials Inc (0.25%), Liberty Live Holdings Inc (0.14%), Alliance Laundry Holdings Inc (0.02%), Figure Technology Solutions Inc (0.02%), Beta Technologies Inc (0.01%). Gone: Dayforce Inc (0.24%), Comerica Inc (0.22%), Frontier Communications Parent Inc (0.21%), Pinnacle Financial Partners Inc (0.15%), Synovus Financial Corp (0.14%), Liberty Media Corp-Liberty Live (0.12%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 Apr 2026 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2025-11-30 -- 69 added, 63 dropped, turnover 21%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>492 positions became 498: 69 added (14.43% of the fund), 63 dropped (15.27%). Turnover proxy 21%. Largest increases: Sandisk Corp/DE 0.16% to 0.67%; Ciena Corp 0.29% to 0.62%; Coherent Corp 0.31% to 0.55%; Exact Sciences Corp 0.2% to 0.41%; United Therapeutics Corp 0.3% to 0.48%; Revolution Medicines Inc 0.15% to 0.3%. Largest decreases: Pinterest Inc 0.48% to 0.34%; Sprouts Farmers Market Inc 0.3% to 0.18%; F5 Inc 0.4% to 0.3%; Duolingo Inc 0.26% to 0.16%; Nutanix Inc 0.37% to 0.28%; FactSet Research Systems Inc 0.31% to 0.23%. New: Bloom Energy Corp (0.51%), Omnicom Group Inc (0.5%), Lumentum Holdings Inc (0.49%), Centene Corp (0.4%), Hologic Inc (0.36%), Cooper Cos Inc/The (0.34%). Gone: Robinhood Markets Inc (1.63%), United Continental Holdings Inc. (0.75%), EQT Corp (0.68%), SoFi Technologies Inc (0.66%), NRG Energy Inc (0.63%), EMCOR Group Inc (0.61%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 26 Jan 2026 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2025-08-31 -- 2 added, 6 dropped, turnover 7.1%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>496 positions became 492: 2 added (0.12% of the fund), 6 dropped (1.11%). Turnover proxy 7.1%. Largest increases: Robinhood Markets Inc 1.11% to 1.63%; SoFi Technologies Inc 0.34% to 0.66%; Insmed Inc 0.3% to 0.54%; Affirm Holdings Inc 0.31% to 0.5%; Comfort Systems USA Inc 0.4% to 0.54%; United Continental Holdings Inc. 0.62% to 0.75%. Largest decreases: Duolingo Inc 0.47% to 0.26%; NRG Energy Inc 0.75% to 0.63%; Expand Energy Corp 0.58% to 0.46%; Liberty Broadband Corp 0.28% to 0.17%; Texas Pacific Land Corp 0.5% to 0.39%; Sprouts Farmers Market Inc 0.41% to 0.3%. New: Paramount Skydance Corp (0.1%), GCI Liberty Inc (0.02%). Gone: United States Steel Corp (0.29%), Juniper Networks Inc (0.28%), Walgreens Boots Alliance Inc (0.19%), Paramount Global (0.18%), ChampionX Corp (0.11%), Dun &amp;amp; Bradstreet Holdings Inc (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 Oct 2025 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2025-05-31 -- 5 added, 4 dropped, turnover 6.2%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>495 positions became 496: 5 added (0.18% of the fund), 4 dropped (0.78%). Turnover proxy 6.2%. Largest increases: Robinhood Markets Inc 0.81% to 1.11%; NRG Energy Inc 0.49% to 0.75%; Duolingo Inc 0.27% to 0.47%; EQT Corp 0.65% to 0.78%; Curtiss-Wright Corp 0.28% to 0.39%; Comfort Systems USA Inc 0.29% to 0.4%. Largest decreases: Sarepta Therapeutics Inc 0.23% to 0.08%; Texas Pacific Land Corp 0.61% to 0.5%; Vaxcyte Inc 0.19% to 0.09%; Entegris Inc 0.35% to 0.25%; VF Corp 0.19% to 0.1%; Williams-Sonoma Inc 0.56% to 0.47%. New: Sandisk Corp/DE (0.1%), SailPoint Inc (0.03%), ServiceTitan Inc (0.02%), Venture Global Inc (0.02%), Chicago Mercantile Exchange (0.01%). Gone: Intra-Cellular Therapies Inc (0.29%), Berry Global Group Inc (0.19%), Aspen Technology Inc (0.16%), Endeavor Group Holdings Inc (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Jul 2025 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2025-02-28 -- 3 added, 7 dropped, turnover 5.9%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>499 positions became 495: 3 added (0.22% of the fund), 7 dropped (0.65%). Turnover proxy 5.9%. Largest increases: Robinhood Markets Inc 0.56% to 0.81%; International Paper Co 0.43% to 0.67%; Tapestry Inc 0.3% to 0.45%; Pinterest Inc 0.39% to 0.5%; Intra-Cellular Therapies Inc 0.18% to 0.29%; Nutanix Inc 0.34% to 0.44%. Largest decreases: Manhattan Associates Inc 0.37% to 0.25%; Toll Brothers Inc 0.36% to 0.26%; Booz Allen Hamilton Holding Corp 0.41% to 0.31%; Carlisle Cos Inc 0.45% to 0.35%; Viatris Inc 0.33% to 0.25%; Comfort Systems USA Inc 0.37% to 0.29%. New: Primo Brands Corp (0.12%), Amentum Holdings Inc (0.06%), Standardaero Inc (0.04%). Gone: Catalent Inc (0.23%), Smartsheet Inc (0.16%), Summit Materials Inc (0.13%), Everus Construction Group Inc (0.07%), Avangrid Inc (0.05%), Chicago Mercantile Exchange (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 24 Apr 2025 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2024-11-30 -- 67 added, 64 dropped, turnover 19.5%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>496 positions became 499: 67 added (13.53% of the fund), 64 dropped (13.06%). Turnover proxy 19.5%. Largest increases: Robinhood Markets Inc 0.25% to 0.56%; Texas Pacific Land Corp 0.38% to 0.64%; Expand Energy Corp 0.19% to 0.43%; Cava Group Inc 0.04% to 0.24%; SoFi Technologies Inc 0.2% to 0.37%; Toast Inc 0.23% to 0.37%. Largest decreases: BioMarin Pharmaceutical Inc 0.4% to 0.27%; Celanese Corp 0.31% to 0.17%; Qorvo Inc 0.26% to 0.14%; Bentley Systems Inc 0.28% to 0.16%; Acadia Healthcare Co Inc 0.18% to 0.08%; Huntington Ingalls Industries Inc 0.26% to 0.16%. New: United Continental Holdings Inc. (0.67%), Insulet Corp (0.4%), Trimble Inc (0.38%), FTAI Aviation Ltd (0.37%), Affirm Holdings Inc (0.36%), Flex Ltd (0.33%). Gone: Dell Technologies Inc (0.72%), Vertiv Holdings Co (0.67%), Vistra Corp (0.65%), Axon Enterprise Inc (0.6%), Tyler Technologies Inc (0.58%), NetApp Inc (0.58%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 Jan 2025 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2024-08-31 -- 6 added, 5 dropped, turnover 6.3%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>495 positions became 496: 6 added (0.89% of the fund), 5 dropped (0.84%). Turnover proxy 6.3%. Largest increases: Axon Enterprise Inc 0.48% to 0.6%; Texas Pacific Land Corp 0.28% to 0.38%; Tyler Technologies Inc 0.49% to 0.58%; Erie Indemnity Co 0.22% to 0.3%; GoDaddy Inc 0.47% to 0.55%; Exact Sciences Corp 0.2% to 0.27%. Largest decreases: Dell Technologies Inc 0.9% to 0.72%; Vertiv Holdings Co 0.83% to 0.67%; Celsius Holdings Inc 0.29% to 0.13%; Vistra Corp 0.8% to 0.65%; Pinterest Inc 0.6% to 0.45%; Bath &amp;amp; Body Works Inc 0.28% to 0.16%. New: Smurfit WestRock PLC (0.57%), Solventum Corp (0.21%), New York Community Bancorp Inc (0.07%), Trump Media &amp;amp; Technology Group Corp (0.02%), Astera Labs Inc (0.02%), Chicago Mercantile Exchange (0%). Gone: Westrock Co (0.33%), Shockwave Medical Inc (0.3%), Apartment Income REIT Corp (0.13%), New York Community Bancorp Inc (0.06%), U-Haul Holding Co (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 24 Oct 2024 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2024-05-31 -- 0 added, 2 dropped, turnover 6.4%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>497 positions became 495: 0 added (0% of the fund), 2 dropped (0.28%). Turnover proxy 6.4%. Largest increases: Vistra Corp 0.45% to 0.8%; Dell Technologies Inc 0.59% to 0.9%; Vertiv Holdings Co 0.58% to 0.83%; AppLovin Corp 0.19% to 0.36%; NetApp Inc 0.46% to 0.6%; NRG Energy Inc 0.31% to 0.44%. Largest decreases: UiPath Inc 0.24% to 0.12%; Saia Inc 0.37% to 0.26%; DraftKings Inc 0.49% to 0.39%; Globe Life Inc 0.27% to 0.17%; Five Below Inc 0.27% to 0.18%; Lincoln Electric Holdings Inc 0.36% to 0.27%. Gone: Karuna Therapeutics Inc (0.27%), Chicago Mercantile Exchange (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 24 Jul 2024 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2024-02-29 -- 1 added, 5 dropped, turnover 5.9%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>501 positions became 497: 1 added (0.11% of the fund), 5 dropped (0.32%). Turnover proxy 5.9%. Largest increases: Vertiv Holdings Co 0.42% to 0.58%; Okta Inc 0.28% to 0.41%; Pure Storage Inc 0.26% to 0.38%; Vistra Corp 0.33% to 0.45%; elf Beauty Inc 0.18% to 0.28%; Nutanix Inc 0.28% to 0.38%. Largest decreases: Roku Inc 0.35% to 0.19%; Bunge Global SA 0.45% to 0.34%; New York Community Bancorp Inc 0.19% to 0.08%; Everest Group Ltd 0.49% to 0.39%; APA Corp 0.3% to 0.22%; Marathon Oil Corp 0.42% to 0.35%. New: Lazard Inc (0.11%). Gone: Spirit Realty Capital Inc (0.16%), Lazard Ltd (0.09%), Vestis Corp (0.07%), NET Lease Office Properties (0.01%), Mural Oncology PLC (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 24 Apr 2024 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2023-11-30 -- 66 added, 61 dropped, turnover 16.2%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>496 positions became 501: 66 added (10.76% of the fund), 61 dropped (11.42%). Turnover proxy 16.2%. Largest increases: Dell Technologies Inc 0.38% to 0.53%; DraftKings Inc 0.36% to 0.48%; Albertsons Cos Inc 0.12% to 0.24%; Pinterest Inc 0.43% to 0.54%; Cboe Global Markets Inc 0.42% to 0.53%; GoDaddy Inc 0.3% to 0.4%. Largest decreases: Lattice Semiconductor Corp 0.36% to 0.22%; SolarEdge Technologies Inc 0.24% to 0.12%; BILL Holdings Inc 0.29% to 0.17%; FMC Corp 0.29% to 0.18%; J M Smucker Co/The 0.41% to 0.32%; Sarepta Therapeutics Inc 0.3% to 0.21%. New: Bunge Global SA (0.45%), International Paper Co (0.35%), Twilio Inc (0.32%), KeyCorp (0.32%), Okta Inc (0.28%), Healthpeak Properties Inc (0.26%). Gone: Fair Isaac Corp (0.6%), Royal Caribbean Cruises Ltd (0.58%), Westinghouse Air Brake Technologies Corp (0.54%), Targa Resources Corp (0.52%), First Solar Inc (0.5%), Builders FirstSource Inc (0.49%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 Jan 2024 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2023-08-31 -- 7 added, 9 dropped, turnover 6.7%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>498 positions became 496: 7 added (0.86% of the fund), 9 dropped (1.29%). Turnover proxy 6.7%. Largest increases: Vertiv Holdings Co 0.17% to 0.34%; Carnival Corp 0.33% to 0.42%; Liberty Global PLC 0.13% to 0.21%; Zillow Group Inc 0.22% to 0.3%; News Corp 0.2% to 0.29%; Saia Inc 0.22% to 0.3%. Largest decreases: SolarEdge Technologies Inc 0.46% to 0.24%; Novocure Ltd 0.19% to 0.05%; Apellis Pharmaceuticals Inc 0.23% to 0.11%; FMC Corp 0.38% to 0.29%; Lamb Weston Holdings Inc 0.46% to 0.38%; Interpublic Group of Cos Inc/The 0.42% to 0.33%. New: Liberty Media Corp-Liberty Formula One (0.42%), RB Global Inc (0.3%), Knife River Corp (0.07%), Phinia Inc (0.03%), Leonardo DRS Inc (0.02%), AMC Entertainment Holdings Inc (0.02%). Gone: Liberty Media Corp-Liberty Formula One (0.42%), Life Storage Inc (0.31%), PDC Energy Inc (0.18%), Liberty Global PLC (0.08%), Zillow Group Inc (0.08%), AMC Entertainment Holdings Inc (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Oct 2023 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2023-05-31 -- 2 added, 4 dropped, turnover 6.6%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>500 positions became 498: 2 added (0.1% of the fund), 4 dropped (0.62%). Turnover proxy 6.6%. Largest increases: First Citizens BancShares Inc/NC 0.23% to 0.43%; Builders FirstSource Inc 0.34% to 0.49%; First Solar Inc 0.45% to 0.58%; Exact Sciences Corp 0.3% to 0.42%; Tyler Technologies Inc 0.36% to 0.48%; Fair Isaac Corp 0.46% to 0.57%. Largest decreases: First Horizon Corp 0.36% to 0.16%; State Street Institutional US Government Money Market Fund 0.22% to 0.04%; Steel Dynamics Inc 0.57% to 0.44%; Western Alliance Bancorp 0.22% to 0.11%; Comerica Inc 0.25% to 0.14%; Advance Auto Parts Inc 0.23% to 0.13%. New: Crane Co (0.1%), ESC GCI LIBERTY INC SR (0%). Gone: Signature Bank/New York NY (0.2%), Coupa Software Inc (0.17%), IAA Inc (0.15%), Oak Street Health Inc (0.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Jul 2023 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2023-02-28 -- 3 added, 5 dropped, turnover 5.4%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>502 positions became 500: 3 added (0.05% of the fund), 5 dropped (0.97%). Turnover proxy 5.4%. Largest increases: State Street Institutional US Government Money Market Fund 0.03% to 0.22%; Exact Sciences Corp 0.21% to 0.3%; Steel Dynamics Inc 0.48% to 0.57%; Cleveland-Cliffs Inc 0.21% to 0.3%; MarketAxess Holdings Inc 0.27% to 0.35%; United Continental Holdings Inc. 0.39% to 0.46%. Largest decreases: Texas Pacific Land Corp 0.43% to 0.3%; Marathon Oil Corp 0.55% to 0.43%; Ovintiv Inc 0.38% to 0.29%; EQT Corp 0.42% to 0.33%; BILL Holdings Inc 0.3% to 0.22%; Antero Resources Corp 0.28% to 0.2%. New: Masterbrand Inc (0.03%), F&amp;amp;G Annuities &amp;amp; Life Inc (0.01%), Vitesse Energy Inc (0.01%). Gone: ABIOMED Inc (0.46%), STORE Capital Corp (0.23%), AMERCO (0.15%), LHC Group Inc (0.14%), Chicago Mercantile Exchange (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 24 Apr 2023 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2022-11-30 -- 79 added, 74 dropped, turnover 19.4%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>497 positions became 502: 79 added (14.11% of the fund), 74 dropped (14.78%). Turnover proxy 19.4%. Largest increases: ABIOMED Inc 0.33% to 0.46%; Texas Pacific Land Corp 0.31% to 0.43%; First Solar Inc 0.35% to 0.46%; Axon Enterprise Inc 0.23% to 0.33%; Fair Isaac Corp 0.32% to 0.42%; Steel Dynamics Inc 0.4% to 0.48%. Largest decreases: Plug Power Inc 0.4% to 0.22%; AMERCO 0.14% to 0.02%; Lumen Technologies Inc 0.26% to 0.14%; Bill.com Holdings Inc 0.41% to 0.3%; Wolfspeed Inc 0.39% to 0.3%; Entegris Inc 0.39% to 0.31%. New: Pinterest Inc (0.4%), Ovintiv Inc (0.38%), Royal Caribbean Cruises Ltd (0.35%), Burlington Stores Inc (0.35%), Dell Technologies Inc (0.32%), Charles River Laboratories International Inc (0.31%). Gone: Devon Energy Corp (1.2%), VICI Properties Inc (0.88%), ON Semiconductor Corp (0.82%), Warner Bros Discovery Inc (0.81%), Coterra Energy Inc (0.69%), Diamondback Energy Inc (0.63%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Jan 2023 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2022-08-31 -- 4 added, 9 dropped, turnover 6.8%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>502 positions became 497: 4 added (0.73% of the fund), 9 dropped (1.61%). Turnover proxy 6.8%. Largest increases: VICI Properties Inc 0.68% to 0.88%; First Solar Inc 0.18% to 0.35%; Plug Power Inc 0.25% to 0.4%; Wolfspeed Inc 0.24% to 0.39%; ON Semiconductor Corp 0.68% to 0.82%; Bill.com Holdings Inc 0.28% to 0.41%. Largest decreases: Warner Bros Discovery Inc 1.07% to 0.81%; Marathon Oil Corp 0.64% to 0.5%; Western Digital Corp 0.5% to 0.37%; Elanco Animal Health Inc 0.29% to 0.2%; Ally Financial Inc 0.39% to 0.3%; United Continental Holdings Inc. 0.4% to 0.32%. New: Jacobs Solutions Inc (0.44%), Healthcare Realty Trust Inc (0.26%), Enhabit Inc (0.02%), Forge Global Holdings Inc (0.01%). Gone: Jacobs Engineering Group Inc (0.47%), Anaplan Inc (0.25%), American Campus Communities Inc (0.24%), Coherent Inc (0.18%), Healthcare Trust of America Inc (0.17%), CDK Global Inc (0.17%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 25 Oct 2022 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2022-05-31 -- 7 added, 11 dropped, turnover 8.7%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>506 positions became 502: 7 added (1.75% of the fund), 11 dropped (2.15%). Turnover proxy 8.7%. Largest increases: Devon Energy Corp 0.91% to 1.23%; Coterra Energy Inc 0.46% to 0.73%; VICI Properties Inc 0.43% to 0.68%; Marathon Oil Corp 0.43% to 0.64%; EQT Corp 0.17% to 0.37%; Mosaic Co/The 0.47% to 0.61%. Largest decreases: Bill.com Holdings Inc 0.53% to 0.28%; Caesars Entertainment Inc 0.44% to 0.28%; Signature Bank/New York NY 0.51% to 0.35%; Lyft Inc 0.28% to 0.14%; Upstart Holdings Inc 0.19% to 0.06%; ZoomInfo Technologies Inc 0.4% to 0.32%. New: Warner Bros Discovery Inc (1.07%), HF Sinclair Corp (0.19%), Aspen Technology Inc (0.14%), Crane Holdings Co (0.12%), QuidelOrtho Corp (0.09%), Enovis Corp (0.08%). Gone: Nuance Communications Inc (0.38%), CyrusOne Inc (0.28%), Aspen Technology Inc (0.25%), Zynga Inc (0.23%), People&apos;s United Financial Inc (0.22%), Discovery Inc (0.21%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 25 Jul 2022 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2022-02-28 -- 11 added, 6 dropped, turnover 8.4%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>501 positions became 506: 11 added (1.09% of the fund), 6 dropped (1.34%). Turnover proxy 8.4%. Largest increases: Devon Energy Corp 0.63% to 0.91%; Mosaic Co/The 0.3% to 0.47%; Diamondback Energy Inc 0.43% to 0.57%; Marathon Oil Corp 0.29% to 0.43%; Alcoa Corp 0.21% to 0.34%; ZoomInfo Technologies Inc 0.27% to 0.4%. Largest decreases: Novavax Inc 0.37% to 0.15%; Plug Power Inc 0.49% to 0.32%; 10X Genomics Inc 0.33% to 0.18%; Masimo Corp 0.33% to 0.19%; Affirm Holdings Inc 0.28% to 0.15%; Bath &amp;amp; Body Works Inc 0.47% to 0.34%. New: Apollo Global Management Inc (0.59%), Federal Realty Investment Trust (0.2%), SL Green Realty Corp (0.13%), Aurora Innovation Inc (0.04%), Rocket Lab USA Inc (0.03%), WeWork Inc (0.03%). Gone: Apollo Global Management Inc (0.35%), Athene Holding Ltd (0.25%), Hill-Rom Holdings Inc (0.24%), Federal Realty Investment Trust (0.2%), CoreSite Realty Corp (0.18%), SL Green Realty Corp (0.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 25 Apr 2022 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2021-11-30 -- 44 added, 71 dropped, turnover 17.3%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>528 positions became 501: 44 added (9.37% of the fund), 71 dropped (14.09%). Turnover proxy 17.3%. Largest increases: Cabot Oil &amp;amp; Gas Corp 0.14% to 0.39%; Devon Energy Corp 0.39% to 0.63%; Bill.com Holdings Inc 0.38% to 0.59%; ON Semiconductor Corp 0.42% to 0.62%; Plug Power Inc 0.29% to 0.49%; Upstart Holdings Inc 0.09% to 0.22%. Largest decreases: Chegg Inc 0.26% to 0.09%; Penn National Gaming Inc 0.27% to 0.2%; Vimeo Inc 0.13% to 0.07%; Novocure Ltd 0.25% to 0.2%; Avalara Inc 0.34% to 0.28%; Texas Pacific Land Corp 0.23% to 0.18%. New: SolarEdge Technologies Inc (0.4%), BioMarin Pharmaceutical Inc (0.37%), Trex Co Inc (0.36%), Builders FirstSource Inc (0.34%), Wolfspeed Inc (0.33%), WP Carey Inc (0.33%). Gone: International Flavors &amp;amp; Fragrances Inc (0.83%), HubSpot Inc (0.66%), Albemarle Corp (0.61%), Generac Holdings Inc (0.61%), Gartner Inc (0.59%), United Rentals Inc (0.56%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Jan 2022 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2021-08-31 -- 13 added, 7 dropped, turnover 7.5%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>522 positions became 528: 13 added (1.15% of the fund), 7 dropped (1.57%). Turnover proxy 7.5%. Largest increases: Airbnb Inc 0.23% to 0.5%; Bill.com Holdings Inc 0.21% to 0.38%; Albemarle Corp 0.44% to 0.61%; HubSpot Inc 0.5% to 0.66%; Cloudflare Inc 0.35% to 0.51%; Huntington Bancshares Inc/OH 0.37% to 0.51%. Largest decreases: XPO Logistics Inc 0.34% to 0.19%; Novocure Ltd 0.39% to 0.25%; Carnival Corp 0.53% to 0.42%; Boston Beer Co Inc/The 0.22% to 0.12%; Western Digital Corp 0.52% to 0.43%; United Continental Holdings Inc. 0.42% to 0.33%. New: Bath &amp;amp; Body Works Inc (0.39%), Organon &amp;amp; Co (0.19%), GXO Logistics Inc (0.18%), Victoria&apos;s Secret &amp;amp; Co (0.13%), ChargePoint Holdings Inc (0.08%), AppLovin Corp (0.04%). Gone: Slack Technologies Inc (0.5%), L Brands Inc (0.37%), PRA Health Sciences Inc (0.25%), TCF Financial Corp (0.16%), CoreLogic Inc/United States (0.13%), GrubHub Inc (0.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 25 Oct 2021 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2021-05-31 -- 19 added, 8 dropped, turnover 7%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>511 positions became 522: 19 added (1.46% of the fund), 8 dropped (1.59%). Turnover proxy 7%. Largest increases: Snowflake Inc 0.21% to 0.32%; Teledyne Technologies Inc 0.34% to 0.44%; Novocure Ltd 0.31% to 0.39%; Ally Financial Inc 0.38% to 0.46%; Steel Dynamics Inc 0.2% to 0.28%; XPO Logistics Inc 0.26% to 0.34%. Largest decreases: Plug Power Inc 0.59% to 0.35%; Penn National Gaming Inc 0.42% to 0.28%; MongoDB Inc 0.48% to 0.34%; Discovery Inc 0.33% to 0.2%; Enphase Energy Inc 0.55% to 0.42%; Novavax Inc 0.33% to 0.23%. New: IAC/InterActiveCorp (0.3%), Texas Pacific Land Corp (0.26%), APA Corp (0.18%), Vimeo Inc (0.13%), Skillz Inc (0.09%), Luminar Technologies Inc (0.09%). Gone: IAC/InterActiveCorp (0.48%), Inphi Corp (0.21%), Eaton Vance Corp (0.2%), RealPage Inc (0.19%), Apache Corp (0.18%), FLIR Systems Inc (0.17%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Jul 2021 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2021-02-28 -- 17 added, 10 dropped, turnover 8.4%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>504 positions became 511: 17 added (1.67% of the fund), 10 dropped (1.88%). Turnover proxy 8.4%. Largest increases: International Flavors &amp;amp; Fragrances Inc 0.34% to 0.83%; Plug Power Inc 0.33% to 0.59%; Carnival Corp 0.29% to 0.52%; Devon Energy Corp 0.15% to 0.31%; IAC/InterActiveCorp 0.32% to 0.48%; Signature Bank/New York NY 0.17% to 0.31%. Largest decreases: Sarepta Therapeutics Inc 0.31% to 0.17%; Viatris Inc 0.57% to 0.44%; Altice USA Inc 0.31% to 0.2%; Black Knight Inc 0.4% to 0.3%; FMC Corp 0.42% to 0.32%; STERIS PLC 0.46% to 0.37%. New: Airbnb Inc (0.26%), VEREIT Inc (0.21%), Apartment Income REIT Corp (0.15%), NOV Inc (0.14%), DoorDash Inc (0.14%), Vontier Corp (0.13%). Gone: Concho Resources Inc (0.32%), GCI Liberty Inc (0.26%), HD Supply Holdings Inc (0.25%), Dunkin&apos; Brands Group Inc (0.25%), VEREIT Inc (0.21%), Apartment Investment and Management Co (0.16%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 23 Apr 2021 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2020-11-30 -- 91 added, 92 dropped, turnover 24.8%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>505 positions became 504: 91 added (19.44% of the fund), 92 dropped (20.39%). Turnover proxy 24.8%. Largest increases: Slack Technologies Inc 0.07% to 0.52%; Beyond Meat Inc 0.05% to 0.19%; MongoDB Inc 0.27% to 0.41%; Bill.Com Holdings Inc 0.07% to 0.2%; Guardant Health Inc 0.16% to 0.29%; Albemarle Corp 0.31% to 0.4%. Largest decreases: Equity LifeStyle Properties Inc 0.38% to 0.28%; Neurocrine Biosciences Inc 0.34% to 0.25%; ABIOMED Inc 0.44% to 0.35%; International Flavors &amp;amp; Fragrances Inc 0.42% to 0.34%; Ciena Corp 0.28% to 0.19%; Royal Gold Inc 0.28% to 0.2%. New: Viatris Inc (0.57%), Enphase Energy Inc (0.48%), Caesars Entertainment Inc (0.38%), Western Digital Corp (0.38%), United Continental Holdings Inc. (0.37%), Huntington Bancshares Inc/OH (0.34%). Gone: DocuSign Inc (0.92%), Match Group Inc (0.76%), RingCentral Inc (0.71%), Coupa Software Inc (0.69%), West Pharmaceutical Services Inc (0.66%), Wayfair Inc (0.64%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 Jan 2021 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2020-08-31 -- 7 added, 6 dropped, turnover 6.7%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>504 positions became 505: 7 added (1.06% of the fund), 6 dropped (0.56%). Turnover proxy 6.7%. Largest increases: DocuSign Inc 0.62% to 0.92%; Wayfair Inc 0.4% to 0.64%; Coupa Software Inc 0.51% to 0.69%; Horizon Therapeutics Plc 0.34% to 0.48%; Avantor Inc 0.18% to 0.32%; Dynatrace Inc 0.12% to 0.26%. Largest decreases: Teledyne Technologies Inc 0.49% to 0.37%; Leidos Holdings Inc 0.5% to 0.38%; Huntington Ingalls Industries Inc 0.29% to 0.19%; Jack Henry &amp;amp; Associates Inc 0.5% to 0.4%; International Flavors &amp;amp; Fragrances Inc 0.51% to 0.42%; Tyler Technologies Inc 0.52% to 0.44%. New: Match Group Inc (0.76%), Carlyle Group Inc/The (0.09%), Bill.Com Holdings Inc (0.07%), Reynolds Consumer Products Inc (0.05%), Schrodinger Inc/United States (0.04%), 1Life Healthcare Inc (0.03%). Gone: Caesars Entertainment Corp (0.23%), Match Group Inc (0.17%), IBERIABANK Corp (0.08%), Arconic Corp (0.05%), American National Insurance Co (0.02%), Chicago Mercantile Exchange (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 26 Oct 2020 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2020-05-31 -- 5 added, 5 dropped, turnover 10.2%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>504 positions became 504: 5 added (0.63% of the fund), 5 dropped (1.34%). Turnover proxy 10.2%. Largest increases: Wayfair Inc 0.14% to 0.4%; DocuSign Inc 0.36% to 0.62%; West Pharmaceutical Services Inc 0.38% to 0.57%; Coupa Software Inc 0.32% to 0.51%; Old Dominion Freight Line Inc 0.42% to 0.58%; Tractor Supply Co 0.35% to 0.52%. Largest decreases: Apache Corp 0.32% to 0.14%; Lamb Weston Holdings Inc 0.43% to 0.31%; New Residential Investment Corp 0.22% to 0.11%; Targa Resources Corp 0.25% to 0.15%; State Street Institutional US Government Money Market Fund 0.13% to 0.02%; Spirit AeroSystems Holdings, Inc. Class A 0.18% to 0.08%. New: Ingersoll Rand Inc (0.35%), Howmet Aerospace Inc (0.18%), Arconic Corp (0.05%), Madison Square Garden Entertainment Corp (0.05%), Chicago Mercantile Exchange (0.01%). Gone: Arconic Inc (0.38%), Cypress Semiconductor Corp (0.29%), Zayo Group Holdings Inc (0.28%), WABCO Holdings Inc (0.23%), Gardner Denver Holdings Inc (0.15%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 Jul 2020 12:00:00 GMT</pubDate></item><item><title>SCHM: filing for 2020-02-29 -- 4 added, 6 dropped, turnover 5.7%</title><link>https://themulden.com/funds/schm/</link><guid isPermaLink="true">https://themulden.com/funds/schm/</guid><description>506 positions became 504: 4 added (0.83% of the fund), 6 dropped (0.81%). Turnover proxy 5.7%. Largest increases: RingCentral Inc 0.38% to 0.6%; Teladoc Health Inc 0.19% to 0.31%; Domino&apos;s Pizza Inc 0.37% to 0.47%; DocuSign Inc 0.27% to 0.36%; Zillow Group Inc 0.15% to 0.24%; Leidos Holdings Inc 0.38% to 0.46%. Largest decreases: Sage Therapeutics Inc 0.25% to 0.08%; Spirit AeroSystems Holdings, Inc. Class A 0.28% to 0.18%; DXC Technology Co 0.3% to 0.21%; Vistra Energy Corp 0.37% to 0.29%; HollyFrontier Corp 0.24% to 0.17%; Comerica Inc 0.32% to 0.26%. New: Essential Utilities Inc (0.31%), Apollo Global Management Inc (0.28%), Envista Holdings Corp (0.14%), Cimpress PLC (0.1%). Gone: Liberty Property Trust (0.3%), Aqua America Inc (0.3%), Genesee &amp;amp; Wyoming Inc (0.19%), Cerence Inc (0.02%), Chicago Mercantile Exchange (0%), DISH Network Corp (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 Apr 2020 12:00:00 GMT</pubDate></item></channel></rss>