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Disclosery

Towercrest Capital Management: SCHZ position timeline

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

Towercrest Capital Management held 956,732 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 956,732 shares
    Change vs previous 13F -58,051 shares

    3.08% of the 13F portfolio, value $22,129,220.

    13F-HR 0001633288-26-000003 filed by Towercrest Capital Management
    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 1,014,783 shares
    Change vs previous 13F -4,068 shares

    3.67% of the 13F portfolio, value $23,563,260.

    13F-HR 0001633288-26-000002 filed by Towercrest Capital Management
    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 1,018,851 shares
    Change vs previous 13F -45,091 shares

    3.75% of the 13F portfolio, value $23,810,554.

    13F-HR 0001633288-26-000001 filed by Towercrest Capital Management
    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 1,063,942 shares
    Change vs previous 13F +36,009 shares

    4.01% of the 13F portfolio, value $24,970,729.

    13F-HR 0001633288-25-000005 filed by Towercrest Capital Management
    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 1,027,933 shares
    Change vs previous 13F -61,513 shares

    4.26% of the 13F portfolio, value $23,889,156.

    13F-HR 0001633288-25-000003 filed by Towercrest Capital Management
    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 1,089,446 shares
    Change vs previous 13F +19,035 shares

    4.79% of the 13F portfolio, value $25,231,579.

    13F-HR 0001633288-25-000002 filed by Towercrest Capital Management
    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 1,070,411 shares
    Change vs previous 13F +519,127 shares

    3.93% of the 13F portfolio, value $24,298,335.

    13F-HR 0001633288-25-000001 filed by Towercrest Capital Management
    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 551,284 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $26,197,019.

    13F-HR 0001633288-24-000004 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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