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Disclosery

ASPIRIANT, LLC: SCHZ position timeline

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

ASPIRIANT, LLC held 10,372 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 10,372 shares
    Change vs previous 13F -4,502 shares

    0.01% of the 13F portfolio, value $239,905.

    13F-HR 0001172661-26-002689 filed by ASPIRIANT, 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 14,874 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $345,375.

    13F-HR 0001172661-26-001732 filed by ASPIRIANT, 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 14,874 shares
    Change vs previous 13F -1,954 shares

    0.01% of the 13F portfolio, value $347,606.

    13F-HR 0001172661-26-000216 filed by ASPIRIANT, 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 16,828 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $394,954.

    13F-HR 0001172661-25-004424 filed by ASPIRIANT, 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 16,828 shares
    Change vs previous 13F -528 shares

    0.01% of the 13F portfolio, value $391,083.

    13F-HR 0001172661-25-002762 filed by ASPIRIANT, 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 17,356 shares
    Change vs previous 13F -7,188 shares

    0.01% of the 13F portfolio, value $401,963.

    13F-HR 0001172661-25-001518 filed by ASPIRIANT, 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 24,544 shares
    Change vs previous 13F +12,272 shares

    0.02% of the 13F portfolio, value $557,149.

    13F-HR 0001172661-25-000232 filed by ASPIRIANT, 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 12,272 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $583,165.

    13F-HR 0001172661-24-004292 filed by ASPIRIANT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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