Skip to content
Disclosery

HORAN CAPITAL MANAGEMENT: SCHZ position timeline

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

HORAN CAPITAL MANAGEMENT held 320,460 SCHZ shares at 2020-12-31 per its 13F-HR filed 2021-01-26.

the latest 13F is the newest step

  1. period ended2020-12-31
    13F 320,460 shares
    Change vs previous 13F -4,432 shares

    2.26% of the 13F portfolio, value $17,955,000.

    13F-HR 0001269134-21-000001 filed by HORAN CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-09-30
    13F 324,892 shares
    Change vs previous 13F +37,170 shares

    2.68% of the 13F portfolio, value $18,220,000.

    13F-HR 0001269134-20-000007 filed by HORAN CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-06-30
    13F 287,722 shares
    Change vs previous 13F +4,607 shares

    2.51% of the 13F portfolio, value $16,182,000.

    13F-HR 0001269134-20-000006 filed by HORAN CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-03-31
    13F 283,115 shares
    Change vs previous 13F +18,897 shares

    2.88% of the 13F portfolio, value $15,365,000.

    13F-HR 0001269134-20-000005 filed by HORAN CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-12-31
    13F 264,218 shares
    Change vs previous 13F +165,804 shares

    2.32% of the 13F portfolio, value $14,117,000.

    13F-HR 0001269134-20-000004 filed by HORAN CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-09-30
    13F 98,414 shares
    Change vs previous 13F +4,316 shares

    0.95% of the 13F portfolio, value $5,299,000.

    13F-HR 0001269134-19-000004 filed by HORAN CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-06-30
    13F 94,098 shares
    Change vs previous 13F +7,870 shares

    0.89% of the 13F portfolio, value $4,987,000.

    13F-HR 0001269134-19-000003 filed by HORAN CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-03-31
    13F 86,228 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $4,473,000.

    13F-HR 0001269134-19-000002 filed by HORAN CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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