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Disclosery

Savant Capital, LLC: SCHZ position timeline

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

Savant Capital, LLC held 1,688,291 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,688,291 shares
    Change vs previous 13F +842,407 shares

    0.11% of the 13F portfolio, value $39,126,165.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 845,884 shares
    Change vs previous 13F +387,892 shares

    0.09% of the 13F portfolio, value $19,641,416.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 457,992 shares
    Change vs previous 13F +4,688 shares

    0.06% of the 13F portfolio, value $10,703,278.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 453,304 shares
    Change vs previous 13F -10,142 shares

    0.06% of the 13F portfolio, value $10,639,037.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 463,446 shares
    Change vs previous 13F +140,447 shares

    0.08% of the 13F portfolio, value $10,770,479.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 322,999 shares
    Change vs previous 13F +204,588 shares

    0.06% of the 13F portfolio, value $7,480,659.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 118,411 shares
    Change vs previous 13F +99,001 shares

    0.02% of the 13F portfolio, value $2,687,928.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 19,410 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $922,358.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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