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Aventus Investment Advisors, Inc.: SCHZ position timeline

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

Aventus Investment Advisors, Inc. held 36,434 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,434 shares
    Change vs previous 13F -1,278 shares

    0.59% of the 13F portfolio, value $805,191.

    13F-HR 0002093055-26-000004 filed by Aventus Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,712 shares
    Change vs previous 13F -28,295 shares

    0.64% of the 13F portfolio, value $872,279.

    13F-HR 0002093055-26-000003 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 66,007 shares
    Change vs previous 13F -52,286 shares

    1.3% of the 13F portfolio, value $1,532,683.

    13F-HR 0002093055-26-000002 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 118,293 shares
    Change vs previous 13F +70,635 shares

    2.24% of the 13F portfolio, value $2,764,507.

    13F-HR 0002093055-26-000001 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 47,658 shares
    Change vs previous 13F -3,509 shares

    0.95% of the 13F portfolio, value $1,118,533.

    13F-HR 0002093055-25-000002 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 51,167 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,189,121.

    13F-HR 0002093055-25-000003 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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