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FormulaFolio Investments, LLC: SCHZ position timeline

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

FormulaFolio Investments, LLC held 0 SCHZ shares at 2021-03-31 per its 13F-HR filed 2021-05-28.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 0 shares
    Change vs previous 13F -21,343 shares

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2020-12-31
    13F 21,343 shares
    Change vs previous 13F -968 shares

    0.03% of the 13F portfolio, value $1,196,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 22,311 shares
    Change vs previous 13F -26,338 shares

    0.05% of the 13F portfolio, value $1,251,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 48,649 shares
    Change vs previous 13F -4,232 shares

    0.11% of the 13F portfolio, value $2,736,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 52,881 shares
    Change vs previous 13F -2,631 shares

    0.15% of the 13F portfolio, value $2,870,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 55,512 shares
    Change vs previous 13F -2,720 shares

    0.11% of the 13F portfolio, value $2,966,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 58,232 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,136,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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