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Disclosery

CVA Family Office, LLC: SCHZ position timeline

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

CVA Family Office, LLC held 137,096 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,096 shares
    Change vs previous 13F +10,437 shares

    0.29% of the 13F portfolio, value $3,171,037.

    13F-HR 0001802084-26-000003 filed by CVA Family Office, 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 126,659 shares
    Change vs previous 13F +10,397 shares

    0.31% of the 13F portfolio, value $2,941,027.

    13F-HR 0001802084-26-000002 filed by CVA Family Office, 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 116,262 shares
    Change vs previous 13F +13,480 shares

    0.31% of the 13F portfolio, value $2,717,036.

    13F-HR 0001802084-26-000001 filed by CVA Family Office, 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 102,782 shares
    Change vs previous 13F +4,265 shares

    0.31% of the 13F portfolio, value $2,412,304.

    13F-HR 0001802084-25-000007 filed by CVA Family Office, 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 98,517 shares
    Change vs previous 13F -1,954 shares

    0.32% of the 13F portfolio, value $2,289,535.

    13F-HR 0001802084-25-000004 filed by CVA Family Office, 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 100,471 shares
    Change vs previous 13F +6,589 shares

    0.36% of the 13F portfolio, value $2,326,916.

    13F-HR 0001802084-25-000003 filed by CVA Family Office, 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 93,882 shares
    Change vs previous 13F +52,652 shares

    0.34% of the 13F portfolio, value $2,131,122.

    13F-HR 0001802084-25-000001 filed by CVA Family Office, 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 41,230 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,959,268.

    13F-HR 0001802084-24-000005 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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