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Midwest Capital Advisors, LLC: SCHZ position timeline

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

Midwest Capital Advisors, LLC held 13,682 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,682 shares
    Change vs previous 13F -7,300 shares

    0.13% of the 13F portfolio, value $316,476.

    13F-HR 0000905729-26-000140 filed by Midwest Capital 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 20,982 shares
    Change vs previous 13F -59,535 shares

    0.23% of the 13F portfolio, value $487,209.

    13F-HR 0000905729-26-000086 filed by Midwest Capital 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 80,517 shares
    Change vs previous 13F +58,073 shares

    0.9% of the 13F portfolio, value $1,881,680.

    13F-HR 0000905729-26-000025 filed by Midwest Capital 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 22,444 shares
    Change vs previous 13F -71,102 shares

    0.25% of the 13F portfolio, value $526,764.

    13F-HR 0000905729-25-000172 filed by Midwest Capital 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 93,546 shares
    Change vs previous 13F -80,094 shares

    1.15% of the 13F portfolio, value $2,174,004.

    13F-HR 0000905729-25-000129 filed by Midwest Capital 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 173,640 shares
    Change vs previous 13F -52,174 shares

    2.47% of the 13F portfolio, value $4,021,491.

    13F-HR 0000905729-25-000087 filed by Midwest Capital 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 225,814 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $5,125,979.

    13F-HR 0000905729-25-000025 filed by Midwest Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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