SEC 13F Intelligence

Novus Advisors, LLC / SCHZ

Novus Advisors, LLC’s Schwab Strategic Tr Position

Does Novus Advisors, LLC own Schwab Strategic Tr (SCHZ)? Yes — 38.4K shares worth $891,230 (+1.99% of its 13F portfolio) as of Q1 2026, up from 37.1K shares the prior filed quarter.

Position Value
$891,230
Q1 2026
Shares
38.4K
% of Portfolio
+1.99%
Quarters Held
6
currently held

Position History SCHZ

Reported value by quarter
Q4 ’24: $893,132Q4 ’24Q1 ’25: $963,224Q1 ’25Q2 ’25: $929,275Q2 ’25Q3 ’25: $877,473Q3 ’25Q4 ’25: $867,050Q4 ’25Q1 ’26: $891,230Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.4K$891,230+1.99%
Q4 202537.1K$867,050+1.94%
Q3 202537.4K$877,473+2.01%
Q2 202540.0K$929,275+1.42%
Q1 202541.6K$963,224+0.97%
Q4 202439.3K$893,132+0.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Novus Advisors, LLC’s full portfolio or all institutional holders of SCHZ.