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Disclosery

SWMG, LLC: SCHZ position timeline

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

SWMG, LLC held 12,491 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,491 shares
    Change vs previous 13F -574 shares

    0.07% of the 13F portfolio, value $286,163.

    13F-HR 0001839255-26-000003 filed by SWMG, 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 13,065 shares
    Change vs previous 13F -1,636 shares

    0.09% of the 13F portfolio, value $303,371.

    13F-HR 0001839255-26-000002 filed by SWMG, 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 14,701 shares
    Change vs previous 13F +74 shares

    0.1% of the 13F portfolio, value $344,152.

    13F-HR 0001839255-26-000001 filed by SWMG, 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 14,627 shares
    Change vs previous 13F -1,223 shares

    0.1% of the 13F portfolio, value $345,928.

    13F-HR 0001839255-25-000003 filed by SWMG, 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 15,850 shares
    Change vs previous 13F -1,120 shares

    0.12% of the 13F portfolio, value $365,034.

    13F-HR 0002001434-25-000008 filed by SWMG, 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 16,970 shares
    Change vs previous 13F +65 shares

    0.16% of the 13F portfolio, value $391,674.

    13F-HR 0001839255-25-000002 filed by SWMG, 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 16,905 shares
    Change vs previous 13F +43 shares

    0.15% of the 13F portfolio, value $384,579.

    13F-HR 0002035324-25-000002 filed by SWMG, 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 16,862 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $386,305.

    13F-HR 0001839255-24-000003 filed by SWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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