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CLIENT 1ST ADVISORY GROUP, LLC: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIENT 1ST ADVISORY GROUP, LLC on SCHZ, newest first. How the timeline and the estimate are built.

CLIENT 1ST ADVISORY GROUP, LLC held 365,009 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 365,009 shares
    Change vs previous 13F +13,999 shares

    2.27% of the 13F portfolio, value $8,442,657.

    13F-HR 0001802816-26-000003 filed by CLIENT 1ST ADVISORY GROUP, 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 351,010 shares
    Change vs previous 13F +9,033 shares

    2.48% of the 13F portfolio, value $8,150,462.

    13F-HR 0001802816-26-000002 filed by CLIENT 1ST ADVISORY GROUP, 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 341,977 shares
    Change vs previous 13F +30,727 shares

    2.5% of the 13F portfolio, value $7,992,014.

    13F-HR 0001802816-26-000001 filed by CLIENT 1ST ADVISORY GROUP, 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 311,250 shares
    Change vs previous 13F +14,799 shares

    2.42% of the 13F portfolio, value $7,305,034.

    13F-HR 0001802816-25-000007 filed by CLIENT 1ST ADVISORY GROUP, 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 296,451 shares
    Change vs previous 13F +9,203 shares

    2.5% of the 13F portfolio, value $6,889,523.

    13F-HR 0001802816-25-000005 filed by CLIENT 1ST ADVISORY GROUP, 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 287,248 shares
    Change vs previous 13F -14,823 shares

    2.59% of the 13F portfolio, value $6,652,664.

    13F-HR 0001802816-25-000003 filed by CLIENT 1ST ADVISORY GROUP, 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 302,071 shares
    Change vs previous 13F +168,150 shares

    2.64% of the 13F portfolio, value $6,857,012.

    13F-HR 0000905729-25-000016 filed by CLIENT 1ST ADVISORY GROUP, 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 133,921 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $6,363,926.

    13F-HR 0000905729-25-000029 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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