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Disclosery

Carnegie Investment Counsel: SCHZ position timeline

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

Carnegie Investment Counsel held 110,428 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,428 shares
    Change vs previous 13F +7,525 shares

    0.05% of the 13F portfolio, value $2,554,200.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 102,903 shares
    Change vs previous 13F +7,231 shares

    0.05% of the 13F portfolio, value $2,389,408.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 95,672 shares
    Change vs previous 13F +42,422 shares

    0.04% of the 13F portfolio, value $2,235,855.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 53,250 shares
    Change vs previous 13F +2,711 shares

    0.02% of the 13F portfolio, value $1,249,778.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 50,539 shares
    Change vs previous 13F +3,125 shares

    0.02% of the 13F portfolio, value $1,174,526.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 47,414 shares
    Change vs previous 13F +4,778 shares

    0.03% of the 13F portfolio, value $1,090,522.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    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 42,636 shares
    Change vs previous 13F +32,098 shares

    0.03% of the 13F portfolio, value $967,837.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    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 10,538 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $500,764.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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