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Disclosery

CWM, LLC: SCHZ position timeline

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

CWM, LLC held 4,789,548 SCHZ shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,789,548 shares
    Change vs previous 13F +767,142 shares

    0.29% of the 13F portfolio, value $111,213,308.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 4,022,406 shares
    Change vs previous 13F +3,836,881 shares

    0.25% of the 13F portfolio, value $94,004,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 185,525 shares
    Change vs previous 13F -122,448 shares

    0.01% of the 13F portfolio, value $4,354,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 307,973 shares
    Change vs previous 13F -96,683 shares

    0.03% of the 13F portfolio, value $7,157,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 404,656 shares
    Change vs previous 13F +18,551 shares

    0.04% of the 13F portfolio, value $9,372,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 386,105 shares
    Change vs previous 13F +282,812 shares

    0.04% of the 13F portfolio, value $8,765,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 103,293 shares
    Change vs previous 13F +65,245 shares

    0.02% of the 13F portfolio, value $4,908,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 38,048 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,734,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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