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Plum Street Advisors, LLC: SCHZ position timeline

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

Plum Street Advisors, LLC held 1,280,658 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,280,658 shares
    Change vs previous 13F +82,255 shares

    9.46% of the 13F portfolio, value $29,621,618.

    13F-HR 0002068236-26-000003 filed by Plum Street 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 1,198,403 shares
    Change vs previous 13F +67,462 shares

    9.64% of the 13F portfolio, value $27,826,906.

    13F-HR 0002068236-26-000002 filed by Plum Street 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 1,130,941 shares
    Change vs previous 13F +138,845 shares

    9.41% of the 13F portfolio, value $26,430,099.

    13F-HR 0002068236-26-000001 filed by Plum Street 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 992,096 shares
    Change vs previous 13F +63,215 shares

    8.99% of the 13F portfolio, value $23,284,505.

    13F-HR 0002068236-25-000008 filed by Plum Street 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 928,881 shares
    Change vs previous 13F -20,186 shares

    9.52% of the 13F portfolio, value $21,587,196.

    13F-HR 0002068236-25-000007 filed by Plum Street 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 949,067 shares
    Change vs previous 13F +3,006 shares

    10.59% of the 13F portfolio, value $21,980,397.

    13F-HR 0002068236-25-000006 filed by Plum Street 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 946,061 shares
    Change vs previous 13F +521,360 shares

    10.6% of the 13F portfolio, value $21,475,595.

    13F-HR 0002068236-25-000005 filed by Plum Street 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 424,701 shares
    Change vs previous 13F not available

    10.22% of the 13F portfolio, value $20,181,789.

    13F-HR 0002068236-25-000004 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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