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Disclosery

5T Wealth, LLC: SCHZ position timeline

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

5T Wealth, LLC held 129,547 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,547 shares
    Change vs previous 13F -19,605 shares

    1.12% of the 13F portfolio, value $2,996,423.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, 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 149,152 shares
    Change vs previous 13F +28,475 shares

    1.37% of the 13F portfolio, value $3,463,309.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, 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 120,677 shares
    Change vs previous 13F -7,412 shares

    1.13% of the 13F portfolio, value $2,820,220.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, 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 128,089 shares
    Change vs previous 13F +8,044 shares

    1.31% of the 13F portfolio, value $3,006,248.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, 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 120,045 shares
    Change vs previous 13F -14,353 shares

    1.42% of the 13F portfolio, value $2,789,845.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, 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 134,398 shares
    Change vs previous 13F -26,055 shares

    1.77% of the 13F portfolio, value $3,112,659.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, 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 160,453 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $3,642,294.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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