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ZACKS INVESTMENT MANAGEMENT: SCHV position timeline

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

ZACKS INVESTMENT MANAGEMENT held 44,560 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,560 shares
    Change vs previous 13F +393 shares

    0.01% of the 13F portfolio, value $1,551,150.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT 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 44,167 shares
    Change vs previous 13F -20,180 shares

    0.01% of the 13F portfolio, value $1,347,111.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT 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 64,347 shares
    Change vs previous 13F +18,237 shares

    0.01% of the 13F portfolio, value $1,905,291.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT 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 46,110 shares
    Change vs previous 13F +419 shares

    0.01% of the 13F portfolio, value $1,342,290.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT 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 45,691 shares
    Change vs previous 13F -7,093 shares

    0.01% of the 13F portfolio, value $1,264,255.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT 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 52,784 shares
    Change vs previous 13F -29,829 shares

    0.01% of the 13F portfolio, value $1,403,000.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT 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 82,613 shares
    Change vs previous 13F +67,398 shares

    0.02% of the 13F portfolio, value $2,153,723.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT 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 15,215 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,222,795.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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