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Disclosery

Friday Financial: SCHZ position timeline

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

Friday Financial held 44,634 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 44,634 shares
    Change vs previous 13F +33,121 shares

    0.19% of the 13F portfolio, value $985,072.

    13F-HR 0002048792-26-000005 filed by Friday Financial
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,513 shares
    Change vs previous 13F +11,513 shares

    0.07% of the 13F portfolio, value $264,223.

    13F-HR 0002048792-26-000003 filed by Friday Financial
    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 0 shares
    Change vs previous 13F -21,251 shares

    13F-HR 0002048792-26-000001 filed by Friday Financial
    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.

  4. period ended2025-09-30
    13F 21,251 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $498,761.

    13F-HR 0002048792-25-000007 filed by Friday Financial
    Filed (acceptance time not in the bulk data set), ingested

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