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Tactive Advisors, LLC: SCHZ position timeline

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

Tactive Advisors, LLC held 178,336 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 178,336 shares
    Change vs previous 13F +54,232 shares

    0.95% of the 13F portfolio, value $3,941,228.

    13F-HR 0002085853-26-001112 filed by Tactive Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 124,104 shares
    Change vs previous 13F +1,073 shares

    0.71% of the 13F portfolio, value $2,870,526.

    13F-HR 0002085853-26-000659 filed by Tactive 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 ended2026-03-31
    13F 123,031 shares
    Change vs previous 13F +10,557 shares

    0.81% of the 13F portfolio, value $2,856,787.

    13F-HR 0002085853-26-000401 filed by Tactive 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 ended2025-12-31
    13F 112,474 shares
    Change vs previous 13F +20,032 shares

    0.77% of the 13F portfolio, value $2,628,515.

    13F-HR 0002085853-26-000027 filed by Tactive 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 ended2025-09-30
    13F 92,442 shares
    Change vs previous 13F +61,239 shares

    0.61% of the 13F portfolio, value $2,169,616.

    13F-HR 0002085853-25-000088 filed by Tactive 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 ended2025-06-30
    13F 31,203 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $725,146.

    13F-HR 0001667731-25-001146 filed by Tactive Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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