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Disclosery

Blue Trust, Inc.: SCHZ position timeline

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

Blue Trust, Inc. held 1,548,018 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,548,018 shares
    Change vs previous 13F +31,729 shares

    0.38% of the 13F portfolio, value $35,805,641.

    13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
    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 1,516,289 shares
    Change vs previous 13F -35,260 shares

    0.4% of the 13F portfolio, value $35,208,244.

    13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
    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 1,551,549 shares
    Change vs previous 13F +71,665 shares

    0.41% of the 13F portfolio, value $36,259,684.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,479,884 shares
    Change vs previous 13F +19,652 shares

    0.39% of the 13F portfolio, value $34,732,874.

    13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,460,232 shares
    Change vs previous 13F +78,136 shares

    0.4% of the 13F portfolio, value $33,935,794.

    13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,382,096 shares
    Change vs previous 13F +101,157 shares

    0.41% of the 13F portfolio, value $32,009,331.

    13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
    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/A 1,280,939 shares
    Change vs previous 13F +829,751 shares

    0.37% of the 13F portfolio, value $29,077,306.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
    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 451,188 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $20,565,136.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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