Skip to content
Disclosery

CreativeOne Wealth, LLC: SCHZ position timeline

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

CreativeOne Wealth, LLC held 118,298 SCHZ 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 118,298 shares
    Change vs previous 13F -555 shares

    0.06% of the 13F portfolio, value $2,736,236.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 118,853 shares
    Change vs previous 13F +781 shares

    0.06% of the 13F portfolio, value $2,759,771.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 118,072 shares
    Change vs previous 13F +6,864 shares

    0.07% of the 13F portfolio, value $2,759,354.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 111,208 shares
    Change vs previous 13F -2,630 shares

    0.06% of the 13F portfolio, value $2,610,057.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 113,838 shares
    Change vs previous 13F +6,817 shares

    0.07% of the 13F portfolio, value $2,645,585.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 107,021 shares
    Change vs previous 13F +11,159 shares

    0.07% of the 13F portfolio, value $2,478,596.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, 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 95,862 shares
    Change vs previous 13F +48,374 shares

    0.07% of the 13F portfolio, value $2,176,072.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, 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 47,488 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,256,652.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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