Skip to content
Disclosery

STERLING INVESTMENT MANAGEMENT, LLC: SCHZ position timeline

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

STERLING INVESTMENT MANAGEMENT, LLC held 90,553 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,553 shares
    Change vs previous 13F -563 shares

    1.15% of the 13F portfolio, value $2,094,491.

    13F-HR 0001509873-26-000007 filed by STERLING INVESTMENT MANAGEMENT, 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 91,116 shares
    Change vs previous 13F +5,103 shares

    1.27% of the 13F portfolio, value $2,115,714.

    13F-HR 0001509873-26-000003 filed by STERLING INVESTMENT MANAGEMENT, 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 86,013 shares
    Change vs previous 13F +22,314 shares

    1.14% of the 13F portfolio, value $2,010,124.

    13F-HR 0001509873-26-000002 filed by STERLING INVESTMENT MANAGEMENT, 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 63,699 shares
    Change vs previous 13F -2,931 shares

    0.9% of the 13F portfolio, value $1,495,016.

    13F-HR 0001509873-25-000007 filed by STERLING INVESTMENT MANAGEMENT, 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 66,630 shares
    Change vs previous 13F +542 shares

    1.03% of the 13F portfolio, value $1,548,481.

    13F-HR 0001509873-25-000005 filed by STERLING INVESTMENT MANAGEMENT, 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 66,088 shares
    Change vs previous 13F +2,933 shares

    1.09% of the 13F portfolio, value $1,530,598.

    13F-HR 0001509873-25-000003 filed by STERLING INVESTMENT MANAGEMENT, 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 63,155 shares
    Change vs previous 13F +33,538 shares

    1.13% of the 13F portfolio, value $1,433,619.

    13F-HR 0001509873-25-000002 filed by STERLING INVESTMENT MANAGEMENT, 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 29,617 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,407,399.

    13F-HR 0001509873-24-000007 filed by STERLING INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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