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Disclosery

FINANCIAL LIFE ADVISORS: SCHZ position timeline

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

FINANCIAL LIFE ADVISORS held 1,641,270 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,641,270 shares
    Change vs previous 13F +68,027 shares

    10.3% of the 13F portfolio, value $36,272,066.

    13F-HR 0001730813-26-000005 filed by FINANCIAL LIFE ADVISORS
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,573,243 shares
    Change vs previous 13F +72,669 shares

    10.35% of the 13F portfolio, value $36,389,117.

    13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,500,574 shares
    Change vs previous 13F +22,821 shares

    10.85% of the 13F portfolio, value $34,843,329.

    13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,477,753 shares
    Change vs previous 13F +108,159 shares

    10.65% of the 13F portfolio, value $34,535,084.

    13F-HR 0001730813-26-000002 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,369,594 shares
    Change vs previous 13F +75,386 shares

    10.33% of the 13F portfolio, value $32,144,367.

    13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,294,208 shares
    Change vs previous 13F +43,132 shares

    10.29% of the 13F portfolio, value $30,077,383.

    13F-HR 0001730813-25-000005 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,251,076 shares
    Change vs previous 13F +27,505 shares

    10.8% of the 13F portfolio, value $28,974,918.

    13F-HR 0001730813-25-000004 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,223,571 shares
    Change vs previous 13F not available

    10.43% of the 13F portfolio, value $27,775,068.

    13F-HR 0001730813-25-000002 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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