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Appalachian Capital Management Ltd: SCHZ position timeline

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

Appalachian Capital Management Ltd held 25,628 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,628 shares
    Change vs previous 13F +184 shares

    0.41% of the 13F portfolio, value $566,378.

    13F-HR 0002085853-26-001181 filed by Appalachian Capital Management Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,444 shares
    Change vs previous 13F +50 shares

    0.43% of the 13F portfolio, value $588,529.

    13F-HR 0002085853-26-000793 filed by Appalachian Capital Management Ltd
    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 25,394 shares
    Change vs previous 13F -1,200 shares

    0.47% of the 13F portfolio, value $589,654.

    13F-HR 0002085853-26-000508 filed by Appalachian Capital Management Ltd
    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 26,594 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $621,509.

    13F-HR 0002085853-26-000276 filed by Appalachian Capital Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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