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Disclosery

PSI Advisors, LLC: SCHZ position timeline

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

PSI Advisors, LLC held 17,854 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,854 shares
    Change vs previous 13F +2,848 shares

    0.1% of the 13F portfolio, value $412,963.

    13F-HR 0001779040-26-000004 filed by PSI 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 15,006 shares
    Change vs previous 13F +15,006 shares

    0.08% of the 13F portfolio, value $348,439.

    13F-HR 0001779040-26-000002 filed by PSI 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 0 shares
    Change vs previous 13F -9,288 shares

    13F-HR 0001779040-26-000001 filed by PSI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 9,288 shares
    Change vs previous 13F -1,825 shares

    0.06% of the 13F portfolio, value $217,989.

    13F-HR 0001779040-25-000007 filed by PSI 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 11,113 shares
    Change vs previous 13F +1,843 shares

    0.13% of the 13F portfolio, value $258,266.

    13F-HR 0001779040-25-000005 filed by PSI 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 9,270 shares
    Change vs previous 13F +1,034 shares

    0.07% of the 13F portfolio, value $214,693.

    13F-HR 0001779040-25-000003 filed by PSI 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 8,236 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $186,963.

    13F-HR 0001779040-25-000001 filed by PSI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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