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AHL INVESTMENT MANAGEMENT, INC.: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AHL INVESTMENT MANAGEMENT, INC. on SCHZ, newest first. How the timeline and the estimate are built.

AHL INVESTMENT MANAGEMENT, INC. held 35,630 SCHZ shares at 2025-09-30 per its 13F-HR filed 2025-10-02.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 35,630 shares
    Change vs previous 13F +87 shares

    0.57% of the 13F portfolio, value $836,236.

    13F-HR 0001172661-25-004152 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 35,543 shares
    Change vs previous 13F +4,300 shares

    0.55% of the 13F portfolio, value $826,019.

    13F-HR 0001172661-25-002547 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 31,243 shares
    Change vs previous 13F +5,000 shares

    0.5% of the 13F portfolio, value $723,588.

    13F-HR 0001172661-25-001493 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 26,243 shares
    Change vs previous 13F +17,894 shares

    0.42% of the 13F portfolio, value $595,716.

    13F-HR 0001172661-25-000208 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 8,349 shares
    Change vs previous 13F +22 shares

    0.27% of the 13F portfolio, value $396,744.

    13F-HR 0001172661-24-004405 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 8,327 shares
    Change vs previous 13F +3,315 shares

    0.28% of the 13F portfolio, value $379,545.

    13F-HR 0001172661-24-002776 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 5,012 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $230,552.

    13F-HR 0001172661-24-001847 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 5,012 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $233,659.

    13F-HR 0001172661-24-000255 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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