SigFig Wealth Management, LLC: SCHZ position timeline

SigFig Wealth Management, LLC held 507,775 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 507,775 shares

   Change vs previous 13F +25,618 shares

   0.28% of the 13F portfolio, value $11,221,828.

   13F-HR 0001696957-26-000007 filed by SigFig Wealth Management, LLC
   Accepted 2026-10-07 15:58:22 UTC, ingested 2026-10-07 15:59:30 UTC

2. period ended2026-06-30

   13F 482,157 shares

   Change vs previous 13F +14,349 shares

   0.3% of the 13F portfolio, value $11,200,497.

   13F-HR 0001696957-26-000006 filed by SigFig Wealth Management, LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 467,808 shares

   Change vs previous 13F -2,017 shares

   0.32% of the 13F portfolio, value $10,862,503.

   13F-HR 0001696957-26-000002 filed by SigFig Wealth Management, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 469,825 shares

   Change vs previous 13F +43,406 shares

   0.33% of the 13F portfolio, value $11,003,224.

   13F-HR 0001696957-26-000001 filed by SigFig Wealth Management, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 426,419 shares

   Change vs previous 13F -15,060 shares

   0.31% of the 13F portfolio, value $9,986,847.

   13F-HR 0001696957-25-000008 filed by SigFig Wealth Management, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 441,479 shares

   Change vs previous 13F -1,065 shares

   0.34% of the 13F portfolio, value $10,220,245.

   13F-HR 0001696957-25-000007 filed by SigFig Wealth Management, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 442,544 shares

   Change vs previous 13F +15,425 shares

   0.2% of the 13F portfolio, value $5,482,474.

   13F-HR 0001696957-25-000005 filed by SigFig Wealth Management, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 427,119 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $5,400,028.

   13F-HR 0001696957-25-000003 filed by SigFig Wealth Management, LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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