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Bigelow Investment Advisors, LLC: SCHZ position timeline

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

Bigelow Investment Advisors, LLC held 16,115 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,115 shares
    Change vs previous 13F -1,342 shares

    0.13% of the 13F portfolio, value $356,142.

    13F-HR 0002085853-26-001150 filed by Bigelow Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,457 shares
    Change vs previous 13F -340 shares

    0.15% of the 13F portfolio, value $403,780.

    13F-HR 0002085853-26-000916 filed by Bigelow Investment 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 ended2026-03-31
    13F 17,797 shares
    Change vs previous 13F -3,919 shares

    0.17% of the 13F portfolio, value $413,246.

    13F-HR 0002085853-26-000468 filed by Bigelow Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,716 shares
    Change vs previous 13F -3,886 shares

    0.2% of the 13F portfolio, value $507,503.

    13F-HR 0002085853-26-000130 filed by Bigelow Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,602 shares
    Change vs previous 13F -1,138 shares

    0.24% of the 13F portfolio, value $600,879.

    13F-HR 0002085853-25-000138 filed by Bigelow Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 26,740 shares
    Change vs previous 13F -3,940 shares

    0.27% of the 13F portfolio, value $621,438.

    13F-HR 0001667731-25-000767 filed by Bigelow Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 30,680 shares
    Change vs previous 13F -2,728 shares

    0.34% of the 13F portfolio, value $710,549.

    13F-HR 0001667731-25-000457 filed by Bigelow Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 33,408 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $758,362.

    13F-HR 0001667731-25-000196 filed by Bigelow Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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