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MSH Capital Advisors LLC: SCHZ position timeline

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

MSH Capital Advisors LLC held 71,656 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,656 shares
    Change vs previous 13F +9,357 shares

    0.29% of the 13F portfolio, value $1,657,405.

    13F-HR 0001420506-26-001502 filed by MSH 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 62,299 shares
    Change vs previous 13F +1,549 shares

    0.31% of the 13F portfolio, value $1,446,579.

    13F-HR 0001420506-26-000884 filed by MSH 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 60,750 shares
    Change vs previous 13F +32 shares

    0.3% of the 13F portfolio, value $1,419,719.

    13F-HR 0001420506-26-000212 filed by MSH 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 60,718 shares
    Change vs previous 13F +6,406 shares

    0.38% of the 13F portfolio, value $1,425,060.

    13F-HR 0001420506-25-003041 filed by MSH 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 54,312 shares
    Change vs previous 13F +15,328 shares

    0.36% of the 13F portfolio, value $1,262,208.

    13F-HR 0001420506-25-001568 filed by MSH 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 38,984 shares
    Change vs previous 13F +15,818 shares

    0.28% of the 13F portfolio, value $902,859.

    13F-HR 0001420506-25-000992 filed by MSH 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 23,166 shares
    Change vs previous 13F +12,615 shares

    0.17% of the 13F portfolio, value $525,857.

    13F-HR 0001420506-25-000392 filed by MSH Capital Advisors LLC
    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 10,551 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $501,397.

    13F-HR 0001420506-25-000421 filed by MSH Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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