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Disclosery

HC Advisors, LLC: SCHZ position timeline

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

HC Advisors, LLC held 250,805 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 250,805 shares
    Change vs previous 13F +23,156 shares

    3.52% of the 13F portfolio, value $5,801,120.

    13F-HR 0001803295-26-000003 filed by HC Advisors, 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 227,649 shares
    Change vs previous 13F +31,971 shares

    3.54% of the 13F portfolio, value $5,286,010.

    13F-HR 0001803295-26-000002 filed by HC Advisors, 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 195,678 shares
    Change vs previous 13F +10,260 shares

    3.16% of the 13F portfolio, value $4,572,995.

    13F-HR 0001803295-26-000001 filed by HC Advisors, 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 185,418 shares
    Change vs previous 13F -3,314 shares

    3.06% of the 13F portfolio, value $4,351,760.

    13F-HR 0001803295-25-000006 filed by HC Advisors, 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 188,732 shares
    Change vs previous 13F +1,810 shares

    3.1% of the 13F portfolio, value $4,386,132.

    13F-HR 0001803295-25-000003 filed by HC Advisors, 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 186,922 shares
    Change vs previous 13F +11,538 shares

    3.24% of the 13F portfolio, value $4,329,114.

    13F-HR 0001803295-25-000002 filed by HC Advisors, 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 175,384 shares
    Change vs previous 13F +87,684 shares

    3.2% of the 13F portfolio, value $3,981,217.

    13F-HR 0001803295-25-000001 filed by HC Advisors, 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 87,700 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $4,167,504.

    13F-HR 0001803295-24-000005 filed by HC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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