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CFS Investment Advisory Services, LLC: SCHZ position timeline

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

CFS Investment Advisory Services, LLC held 539,041 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 539,041 shares
    Change vs previous 13F -60,707 shares

    0.83% of the 13F portfolio, value $12,424,895.

    13F-HR 0001845688-26-000003 filed by CFS Investment Advisory Services, LLC
    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 599,748 shares
    Change vs previous 13F -33,954 shares

    0.96% of the 13F portfolio, value $14,010,113.

    13F-HR 0001845688-26-000002 filed by CFS Investment Advisory Services, LLC
    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 633,702 shares
    Change vs previous 13F -55,569 shares

    1.08% of the 13F portfolio, value $14,809,616.

    13F-HR 0001845688-26-000001 filed by CFS Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 689,271 shares
    Change vs previous 13F +8,106 shares

    1.21% of the 13F portfolio, value $16,315,045.

    13F-HR 0001845688-25-000006 filed by CFS Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 681,165 shares
    Change vs previous 13F -27,078 shares

    1.3% of the 13F portfolio, value $15,830,000.

    13F-HR 0001845688-25-000004 filed by CFS Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 708,243 shares
    Change vs previous 13F +7,532 shares

    1.46% of the 13F portfolio, value $16,403,000.

    13F-HR 0001845688-25-000003 filed by CFS Investment Advisory Services, LLC
    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 700,711 shares
    Change vs previous 13F +368,937 shares

    1.43% of the 13F portfolio, value $15,906,000.

    13F-HR 0001845688-25-000001 filed by CFS Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 331,774 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $15,766,000.

    13F-HR 0001845688-24-000005 filed by CFS Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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