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Disclosery

Claro Advisors Inc.: SCHZ position timeline

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

Claro Advisors Inc. held 65,205 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 65,205 shares
    Change vs previous 13F +27,368 shares

    0.16% of the 13F portfolio, value $1,508,197.

    13F-HR 0001951757-26-001082 filed by Claro Advisors 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 37,837 shares
    Change vs previous 13F -1,076 shares

    0.11% of the 13F portfolio, value $878,576.

    13F-HR 0001951757-26-000657 filed by Claro Advisors 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 38,913 shares
    Change vs previous 13F +23,210 shares

    0.12% of the 13F portfolio, value $909,402.

    13F-HR 0001951757-26-000472 filed by Claro Advisors 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 15,703 shares
    Change vs previous 13F -1,814 shares

    0.05% of the 13F portfolio, value $368,548.

    13F-HR 0001951757-25-001396 filed by Claro Advisors 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 17,517 shares
    Change vs previous 13F +6,113 shares

    0.07% of the 13F portfolio, value $407,089.

    13F-HR 0001951757-25-001033 filed by Claro Advisors 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 11,404 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $264,115.

    13F-HR 0001951757-25-000537 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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