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NOVUS ADVISORS, LLC: SCHZ position timeline

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

NOVUS ADVISORS, LLC held 38,126 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 38,126 shares
    Change vs previous 13F -256 shares

    1.84% of the 13F portfolio, value $881,854.

    13F-HR 0001754960-26-000641 filed by NOVUS 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 38,382 shares
    Change vs previous 13F +1,281 shares

    1.99% of the 13F portfolio, value $891,230.

    13F-HR 0001754960-26-000339 filed by NOVUS 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 37,101 shares
    Change vs previous 13F -286 shares

    1.94% of the 13F portfolio, value $867,050.

    13F-HR 0001754960-26-000171 filed by NOVUS 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 37,387 shares
    Change vs previous 13F -2,599 shares

    2.01% of the 13F portfolio, value $877,473.

    13F-HR 0001754960-25-000786 filed by NOVUS 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 39,986 shares
    Change vs previous 13F -1,604 shares

    1.42% of the 13F portfolio, value $929,275.

    13F-HR 0001754960-25-000608 filed by NOVUS 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 41,590 shares
    Change vs previous 13F +2,245 shares

    0.97% of the 13F portfolio, value $963,224.

    13F-HR 0001754960-25-000286 filed by NOVUS 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 39,345 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $893,132.

    13F-HR 0001754960-25-000106 filed by NOVUS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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