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IFP Advisors, Inc: SCHZ position timeline

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

IFP Advisors, Inc held 429,530 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 429,530 shares
    Change vs previous 13F +73,597 shares

    0.18% of the 13F portfolio, value $9,935,029.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 355,933 shares
    Change vs previous 13F -97,984 shares

    0.17% of the 13F portfolio, value $8,264,764.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 453,917 shares
    Change vs previous 13F +32,305 shares

    0.24% of the 13F portfolio, value $10,608,040.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 421,612 shares
    Change vs previous 13F +8,848 shares

    0.26% of the 13F portfolio, value $9,895,234.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 412,764 shares
    Change vs previous 13F +44,873 shares

    0.27% of the 13F portfolio, value $9,592,670.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 367,891 shares
    Change vs previous 13F +36,137 shares

    0.26% of the 13F portfolio, value $8,520,343.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 331,754 shares
    Change vs previous 13F +198,190 shares

    0.25% of the 13F portfolio, value $7,530,794.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 133,564 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,346,928.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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