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Disclosery

Austin Private Wealth, LLC: SCHZ position timeline

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

Austin Private Wealth, LLC held 1,116,835 SCHZ shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 1,116,835 shares
    Change vs previous 13F -64,131 shares

    1.96% of the 13F portfolio, value $26,100,432.

    13F-HR 0001172661-26-000230 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 1,180,966 shares
    Change vs previous 13F -77,038 shares

    2.13% of the 13F portfolio, value $27,717,278.

    13F-HR 0001172661-25-004325 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,258,004 shares
    Change vs previous 13F -102,505 shares

    2.32% of the 13F portfolio, value $29,236,019.

    13F-HR 0001172661-25-002847 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,360,509 shares
    Change vs previous 13F +166,834 shares

    2.83% of the 13F portfolio, value $31,509,394.

    13F-HR 0001172661-25-001646 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,193,675 shares
    Change vs previous 13F +659,395 shares

    2.54% of the 13F portfolio, value $27,096,411.

    13F-HR 0001172661-25-000335 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 534,280 shares
    Change vs previous 13F +27,821 shares

    2.49% of the 13F portfolio, value $25,388,962.

    13F-HR 0001172661-24-004415 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F/A 506,459 shares
    Change vs previous 13F +24,895 shares

    2.49% of the 13F portfolio, value $23,084,378.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 481,564 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $21,920,771.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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