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Amicus Financial Advisors, LLC: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Amicus Financial Advisors, LLC on SCHZ, newest first. How the timeline and the estimate are built.

Amicus Financial Advisors, LLC held 578,621 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 578,621 shares
    Change vs previous 13F -5,291 shares

    3.29% of the 13F portfolio, value $13,383,507.

    13F-HR 0002113629-26-000003 filed by Amicus Financial Advisors, 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 583,912 shares
    Change vs previous 13F +9,561 shares

    3.73% of the 13F portfolio, value $13,558,432.

    13F-HR 0002113629-26-000002 filed by Amicus Financial Advisors, 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 574,351 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $13,422,594.

    13F-HR 0002113629-26-000001 filed by Amicus Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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