Skip to content
Disclosery

PRIVATE CLIENT SERVICES, LLC: SCHZ position timeline

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

PRIVATE CLIENT SERVICES, LLC held 9,138 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,138 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $201,950.

    13F-HR 0001457005-26-000006 filed by PRIVATE CLIENT SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,138 shares
    Change vs previous 13F -430 shares

    0.06% of the 13F portfolio, value $211,362.

    13F-HR 0001457005-26-000004 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,568 shares
    Change vs previous 13F -1,395 shares

    0.07% of the 13F portfolio, value $222,169.

    13F-HR 0001457005-26-000003 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,963 shares
    Change vs previous 13F -3,559 shares

    0.08% of the 13F portfolio, value $256,205.

    13F-HR 0001457005-26-000001 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 14,522 shares
    Change vs previous 13F -40,495 shares

    0.11% of the 13F portfolio, value $340,831.

    13F-HR 0001457005-25-000012 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 55,017 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,278,595.

    13F-HR 0001457005-25-000007 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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