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OSAIC HOLDINGS, INC.: SCHZ position timeline

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

OSAIC HOLDINGS, INC. held 1,249,911 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 1,249,911 shares
    Change vs previous 13F +82,315 shares

    0.03% of the 13F portfolio, value $28,910,515.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, 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 1,167,596 shares
    Change vs previous 13F +89,893 shares

    0.04% of the 13F portfolio, value $27,111,576.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, 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 1,077,703 shares
    Change vs previous 13F +18,151 shares

    0.04% of the 13F portfolio, value $25,186,012.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, 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 1,059,552 shares
    Change vs previous 13F +595,533 shares

    0.03% of the 13F portfolio, value $24,818,074.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    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/A 464,019 shares
    Change vs previous 13F +226,935 shares

    0.02% of the 13F portfolio, value $10,783,894.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    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 237,084 shares
    Change vs previous 13F -218,829 shares

    0.01% of the 13F portfolio, value $5,490,947.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    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/A 455,913 shares
    Change vs previous 13F +222,120 shares

    0.02% of the 13F portfolio, value $10,349,327.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    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 233,793 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,109,947.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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