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Smart Portfolios, LLC: SCHZ position timeline

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

Smart Portfolios, LLC held 64,000 SCHZ shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 64,000 shares
    Change vs previous 13F 0 shares

    1.48% of the 13F portfolio, value $1,486,080.

    13F-HR 0001513227-26-000006 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 64,000 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $1,495,680.

    13F-HR 0001513227-26-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 64,000 shares
    Change vs previous 13F -280 shares

    1.45% of the 13F portfolio, value $1,502,080.

    13F-HR 0001513227-25-000007 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 64,280 shares
    Change vs previous 13F 0 shares

    1.51% of the 13F portfolio, value $1,493,867.

    13F-HR 0001513227-25-000004 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 64,280 shares
    Change vs previous 13F 0 shares

    1.62% of the 13F portfolio, value $1,488,725.

    13F-HR 0001513227-25-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 64,280 shares
    Change vs previous 13F +32,140 shares

    1.53% of the 13F portfolio, value $1,459,156.

    13F-HR 0001513227-25-000002 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 32,140 shares
    Change vs previous 13F 0 shares

    1.56% of the 13F portfolio, value $1,527,293.

    13F-HR 0001513227-24-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 32,140 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $1,464,941.

    13F-HR 0001513227-24-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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