Live Your Vision, LLC: SCHZ position timeline

Live Your Vision, LLC held 884,148 SCHZ shares at 2019-03-31 per its 13F-HR filed 2019-04-25.

the latest 13F is the newest step

1. period ended2019-03-31

   13F 884,148 shares

   Change vs previous 13F -120,101 shares

   13.81% of the 13F portfolio, value $45,533,000.

   13F-HR 0001484721-19-000004 filed by Live Your Vision, LLC
   Filed 2019-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

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

2. period ended2018-12-31

   13F 1,004,249 shares

   Change vs previous 13F +283,807 shares

   17.12% of the 13F portfolio, value $50,915,000.

   13F-HR 0001484721-19-000001 filed by Live Your Vision, LLC
   Filed 2019-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC

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

3. period ended2018-09-30

   13F 720,442 shares

   Change vs previous 13F +17,673 shares

   11.52% of the 13F portfolio, value $36,202,000.

   13F-HR 0001484721-18-000005 filed by Live Your Vision, LLC
   Filed 2018-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC

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

4. period ended2018-06-30

   13F 702,769 shares

   Change vs previous 13F -24,540 shares

   11.79% of the 13F portfolio, value $35,588,000.

   13F-HR 0001484721-18-000004 filed by Live Your Vision, LLC
   Filed 2018-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC

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

5. period ended2018-03-31

   13F 727,309 shares

   Change vs previous 13F +19,579 shares

   12.46% of the 13F portfolio, value $36,824,000.

   13F-HR 0001484721-18-000003 filed by Live Your Vision, LLC
   Filed 2018-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 19:05:42 UTC

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

6. period ended2017-12-31

   13F 707,730 shares

   Change vs previous 13F +228,034 shares

   12.23% of the 13F portfolio, value $36,504,000.

   13F-HR 0001484721-18-000002 filed by Live Your Vision, LLC
   Filed 2018-01-25 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

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

7. period ended2017-09-30

   13F 479,696 shares

   Change vs previous 13F +14,403 shares

   8.94% of the 13F portfolio, value $25,117,000.

   13F-HR 0001484721-17-000005 filed by Live Your Vision, LLC
   Filed 2017-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC

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

8. period ended2017-06-30

   13F 465,293 shares

   Change vs previous 13F not available

   9.08% of the 13F portfolio, value $24,363,000.

   13F-HR 0001484721-17-000004 filed by Live Your Vision, LLC
   Filed 2017-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC

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