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HighTower Advisors, LLC: SCHZ position timeline

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

HighTower Advisors, LLC held 4,292,060 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 4,292,060 shares
    Change vs previous 13F -199,078 shares

    0.1% of the 13F portfolio, value $99,275,355.

    13F-HR 0001085146-26-000563 filed by HighTower 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 4,491,138 shares
    Change vs previous 13F +373,196 shares

    0.11% of the 13F portfolio, value $104,284,195.

    13F-HR 0001085146-26-000383 filed by HighTower 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 4,117,942 shares
    Change vs previous 13F +304,989 shares

    0.11% of the 13F portfolio, value $96,236,295.

    13F-HR 0001085146-26-000163 filed by HighTower 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 3,812,953 shares
    Change vs previous 13F +161,354 shares

    0.1% of the 13F portfolio, value $89,490,008.

    13F-HR 0001462245-25-000007 filed by HighTower 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 3,651,599 shares
    Change vs previous 13F +465,002 shares

    0.11% of the 13F portfolio, value $84,863,152.

    13F-HR 0001085146-25-004769 filed by HighTower 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 3,186,597 shares
    Change vs previous 13F +95,060 shares

    0.1% of the 13F portfolio, value $73,801,584.

    13F-HR 0001085146-25-002999 filed by HighTower 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 3,091,537 shares
    Change vs previous 13F +1,636,645 shares

    0.1% of the 13F portfolio, value $70,177,889.

    13F-HR 0001085146-25-000911 filed by HighTower 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 1,454,892 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $69,130,000.

    13F-HR 0001085146-24-005775 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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