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Disclosery

Sanctuary Advisors, LLC: SCHZ position timeline

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

Sanctuary Advisors, LLC held 914,465 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 914,465 shares
    Change vs previous 13F +43,516 shares

    0.1% of the 13F portfolio, value $21,151,585.

    13F-HR 0001777271-26-000007 filed by Sanctuary 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 870,949 shares
    Change vs previous 13F +31,592 shares

    0.11% of the 13F portfolio, value $20,223,435.

    13F-HR 0001777271-26-000006 filed by Sanctuary 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 839,357 shares
    Change vs previous 13F -31,230 shares

    0.11% of the 13F portfolio, value $19,615,775.

    13F-HR 0001777271-26-000005 filed by Sanctuary 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/A 870,587 shares
    Change vs previous 13F -58,109 shares

    0.12% of the 13F portfolio, value $20,432,687.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary 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 928,696 shares
    Change vs previous 13F -9,451 shares

    0.13% of the 13F portfolio, value $21,582,887.

    13F-HR 0001777271-26-000002 filed by Sanctuary 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 938,147 shares
    Change vs previous 13F -27,628 shares

    0.15% of the 13F portfolio, value $21,727,494.

    13F-HR 0001777271-26-000001 filed by Sanctuary 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 965,775 shares
    Change vs previous 13F +80,416 shares

    0.14% of the 13F portfolio, value $22,096,926.

    13F-HR 0001777271-25-000001 filed by Sanctuary 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 885,359 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $20,301,285.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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