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ACT WEALTH MANAGEMENT, LLC: SCHZ position timeline

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

ACT WEALTH MANAGEMENT, LLC held 78,787 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 78,787 shares
    Change vs previous 13F +5,984 shares

    0.51% of the 13F portfolio, value $1,741,189.

    13F-HR 0001754960-26-000829 filed by ACT WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 72,803 shares
    Change vs previous 13F +1,751 shares

    0.49% of the 13F portfolio, value $1,683,944.

    13F-HR 0001754960-26-000416 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 71,052 shares
    Change vs previous 13F +127 shares

    0.55% of the 13F portfolio, value $1,649,817.

    13F-HR 0001754960-26-000255 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 70,925 shares
    Change vs previous 13F -517 shares

    0.54% of the 13F portfolio, value $1,657,512.

    13F-HR 0001754960-26-000076 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 71,442 shares
    Change vs previous 13F -18,240 shares

    0.59% of the 13F portfolio, value $1,676,747.

    13F-HR 0001754960-25-000631 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 89,682 shares
    Change vs previous 13F +1,936 shares

    0.88% of the 13F portfolio, value $2,084,216.

    13F-HR 0001754960-25-000330 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 87,746 shares
    Change vs previous 13F +4,313 shares

    0.92% of the 13F portfolio, value $2,032,203.

    13F-HR 0001754960-25-000172 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 83,433 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,893,926.

    13F-HR 0001754960-25-000040 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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