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Cetera Investment Advisers: SCHZ position timeline

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

Cetera Investment Advisers held 1,863,166 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,863,166 shares
    Change vs previous 13F +95,234 shares

    0.04% of the 13F portfolio, value $43,095,021.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 1,767,932 shares
    Change vs previous 13F +115,427 shares

    0.04% of the 13F portfolio, value $41,051,383.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 1,652,505 shares
    Change vs previous 13F +13,390 shares

    0.04% of the 13F portfolio, value $38,619,039.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 1,639,115 shares
    Change vs previous 13F +976,969 shares

    0.04% of the 13F portfolio, value $38,470,046.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 662,146 shares
    Change vs previous 13F +56,795 shares

    0.03% of the 13F portfolio, value $15,388,265.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 605,351 shares
    Change vs previous 13F -946 shares

    0.03% of the 13F portfolio, value $14,019,907.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 606,297 shares
    Change vs previous 13F +274,761 shares

    0.03% of the 13F portfolio, value $13,762,934.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 331,536 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $15,754,580.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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