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Disclosery

Vident Advisory, LLC: SCHZ position timeline

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

Vident Advisory, LLC held 1,686,818 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,686,818 shares
    Change vs previous 13F +51,683 shares

    0.29% of the 13F portfolio, value $39,016,100.

    13F-HR 0001172661-26-003342 filed by Vident Advisory, 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 1,635,135 shares
    Change vs previous 13F +749,222 shares

    0.32% of the 13F portfolio, value $37,967,835.

    13F-HR 0001172661-26-001995 filed by Vident Advisory, 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 885,913 shares
    Change vs previous 13F -388,876 shares

    0.19% of the 13F portfolio, value $20,703,787.

    13F-HR 0001172661-26-001275 filed by Vident Advisory, 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 1,274,789 shares
    Change vs previous 13F +51,487 shares

    0.29% of the 13F portfolio, value $29,919,298.

    13F-HR 0001172661-25-004874 filed by Vident Advisory, 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 1,223,302 shares
    Change vs previous 13F +113,656 shares

    0.32% of the 13F portfolio, value $28,429,538.

    13F-HR 0001172661-25-003424 filed by Vident Advisory, 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 1,109,646 shares
    Change vs previous 13F +657,360 shares

    0.38% of the 13F portfolio, value $25,699,402.

    13F-HR 0001172661-25-001986 filed by Vident Advisory, 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 452,286 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $10,266,892.

    13F-HR 0001172661-25-000890 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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