Skip to content
Disclosery

Vestmark Advisory Solutions, Inc.: SCHZ position timeline

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

Vestmark Advisory Solutions, Inc. held 806,123 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 806,123 shares
    Change vs previous 13F -256,556 shares

    0.18% of the 13F portfolio, value $18,645,619.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 1,062,679 shares
    Change vs previous 13F +196,231 shares

    0.27% of the 13F portfolio, value $24,675,418.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    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 866,448 shares
    Change vs previous 13F +91,352 shares

    0.27% of the 13F portfolio, value $20,248,900.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    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 775,096 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $18,191,495.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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