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Disclosery

M1 Capital Management LLC: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M1 Capital Management LLC on SCHZ, newest first. How the timeline and the estimate are built.

M1 Capital Management LLC held 116,739 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,739 shares
    Change vs previous 13F +5,432 shares

    1% of the 13F portfolio, value $2,700,162.

    13F-HR 0001976157-26-000004 filed by M1 Capital Management 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 111,307 shares
    Change vs previous 13F +8,449 shares

    1.19% of the 13F portfolio, value $2,584,556.

    13F-HR 0001976157-26-000002 filed by M1 Capital Management 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 102,858 shares
    Change vs previous 13F +459 shares

    1% of the 13F portfolio, value $2,403,780.

    13F-HR 0001976157-26-000001 filed by M1 Capital Management 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 102,399 shares
    Change vs previous 13F +977 shares

    1.04% of the 13F portfolio, value $2,403,298.

    13F-HR 0001976157-25-000008 filed by M1 Capital Management 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 101,422 shares
    Change vs previous 13F -1,528 shares

    1.19% of the 13F portfolio, value $2,357,041.

    13F-HR 0001976157-25-000004 filed by M1 Capital Management 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 102,950 shares
    Change vs previous 13F +11,648 shares

    1.49% of the 13F portfolio, value $2,384,315.

    13F-HR 0001976157-25-000003 filed by M1 Capital Management 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 91,302 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,072,561.

    13F-HR 0001976157-25-000002 filed by M1 Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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