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Advyzon Investment Management, LLC: SCHF position timeline

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

Advyzon Investment Management, LLC held 60,139 SCHF 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 60,139 shares
    Change vs previous 13F -1,868 shares

    0.12% of the 13F portfolio, value $1,665,848.

    13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, 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 62,007 shares
    Change vs previous 13F -319 shares

    0.14% of the 13F portfolio, value $1,534,681.

    13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, 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 62,326 shares
    Change vs previous 13F +349 shares

    0.17% of the 13F portfolio, value $1,498,324.

    13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, 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 61,977 shares
    Change vs previous 13F +11,776 shares

    0.25% of the 13F portfolio, value $1,442,836.

    13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, 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 50,201 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,109,446.

    13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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