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MISSION WEALTH MANAGEMENT, LP: SCHZ position timeline

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

MISSION WEALTH MANAGEMENT, LP held 37,102 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 37,102 shares
    Change vs previous 13F +11,565 shares

    0.01% of the 13F portfolio, value $858,170.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 25,537 shares
    Change vs previous 13F -7,202 shares

    0.01% of the 13F portfolio, value $592,970.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 32,739 shares
    Change vs previous 13F -31,267 shares

    0.02% of the 13F portfolio, value $765,111.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 64,006 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,502,220.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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