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Disclosery

Bogart Wealth, LLC: SCHZ position timeline

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

Bogart Wealth, LLC held 259,164 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 259,164 shares
    Change vs previous 13F +557 shares

    0.21% of the 13F portfolio, value $5,994,460.

    13F-HR 0001715740-26-000004 filed by Bogart 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 258,607 shares
    Change vs previous 13F +8,622 shares

    0.23% of the 13F portfolio, value $6,004,861.

    13F-HR 0001715740-26-000003 filed by Bogart 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 249,985 shares
    Change vs previous 13F +938 shares

    0.23% of the 13F portfolio, value $5,842,156.

    13F-HR 0001715740-26-000002 filed by Bogart 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 249,047 shares
    Change vs previous 13F -2,328 shares

    0.24% of the 13F portfolio, value $5,845,129.

    13F-HR 0001715740-25-000009 filed by Bogart 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 251,375 shares
    Change vs previous 13F -2,189 shares

    0.25% of the 13F portfolio, value $5,841,949.

    13F-HR 0001715740-25-000008 filed by Bogart 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 253,564 shares
    Change vs previous 13F +3,677 shares

    0.28% of the 13F portfolio, value $5,872,553.

    13F-HR 0001715740-25-000005 filed by Bogart 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 249,887 shares
    Change vs previous 13F +128,782 shares

    0.27% of the 13F portfolio, value $5,672,425.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 121,105 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $5,754,929.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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