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Mutual Advisors, LLC: SCHZ position timeline

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

Mutual Advisors, LLC held 683,806 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 683,806 shares
    Change vs previous 13F -4,005 shares

    0.3% of the 13F portfolio, value $15,816,425.

    13F-HR 0001986152-26-000154 filed by Mutual 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 687,811 shares
    Change vs previous 13F -3,013 shares

    0.34% of the 13F portfolio, value $15,970,965.

    13F-HR 0001986152-26-000054 filed by Mutual 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 690,824 shares
    Change vs previous 13F +7,441 shares

    0.35% of the 13F portfolio, value $16,144,568.

    13F-HR 0001986152-26-000005 filed by Mutual 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 683,383 shares
    Change vs previous 13F +36,158 shares

    0.36% of the 13F portfolio, value $16,162,009.

    13F-HR 0001986152-25-000100 filed by Mutual 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 647,225 shares
    Change vs previous 13F +5,525 shares

    0.37% of the 13F portfolio, value $14,931,475.

    13F-HR 0001986152-25-000050 filed by Mutual 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 641,700 shares
    Change vs previous 13F +5,823 shares

    0.42% of the 13F portfolio, value $14,810,426.

    13F-HR 0001986152-25-000037 filed by Mutual 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 635,877 shares
    Change vs previous 13F -7,424 shares

    0.42% of the 13F portfolio, value $14,447,132.

    13F-HR 0001986152-25-000002 filed by Mutual 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 643,301 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $14,905,275.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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