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Ancora Advisors LLC: SCHZ position timeline

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

Ancora Advisors LLC held 66,385 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 66,385 shares
    Change vs previous 13F -17,154 shares

    0.03% of the 13F portfolio, value $1,535,480.

    13F-HR 0001446114-26-000012 filed by Ancora Advisors 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 83,539 shares
    Change vs previous 13F -1,413 shares

    0.04% of the 13F portfolio, value $1,939,773.

    13F-HR 0001446114-26-000009 filed by Ancora 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 ended2025-12-31
    13F 84,952 shares
    Change vs previous 13F -18,562 shares

    0.04% of the 13F portfolio, value $1,985,319.

    13F-HR 0001446114-26-000006 filed by Ancora 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 ended2025-09-30
    13F 103,514 shares
    Change vs previous 13F +149 shares

    0.05% of the 13F portfolio, value $2,429,475.

    13F-HR 0001446114-25-000048 filed by Ancora 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 ended2025-06-30
    13F 103,365 shares
    Change vs previous 13F +1,624 shares

    0.05% of the 13F portfolio, value $2,402,204.

    13F-HR 0001446114-25-000037 filed by Ancora 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 ended2025-03-31
    13F 101,741 shares
    Change vs previous 13F -4,080 shares

    0.05% of the 13F portfolio, value $2,356,327.

    13F-HR 0001446114-25-000023 filed by Ancora Advisors 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 105,821 shares
    Change vs previous 13F +52,350 shares

    0.05% of the 13F portfolio, value $2,402,143.

    13F-HR 0001446114-25-000009 filed by Ancora Advisors 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 53,471 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,540,947.

    13F-HR 0001446114-24-000029 filed by Ancora Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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