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Disclosery

Burt Wealth Advisors: SCHZ position timeline

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

Burt Wealth Advisors held 41,828 SCHZ shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 41,828 shares
    Change vs previous 13F +98 shares

    0.24% of the 13F portfolio, value $981,703.

    13F-HR 0001705819-25-000078 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 41,730 shares
    Change vs previous 13F -328 shares

    0.22% of the 13F portfolio, value $969,805.

    13F-HR 0001705819-25-000043 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 42,058 shares
    Change vs previous 13F -520 shares

    0.24% of the 13F portfolio, value $974,063.

    13F-HR 0001705819-25-000026 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 42,578 shares
    Change vs previous 13F +19,139 shares

    0.25% of the 13F portfolio, value $966,521.

    13F-HR 0001705819-25-000020 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 23,439 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,113,821.

    13F-HR 0001705819-24-000063 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 23,439 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,068,350.

    13F-HR 0001705819-24-000038 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 23,439 shares
    Change vs previous 13F +128 shares

    0.27% of the 13F portfolio, value $1,078,194.

    13F-HR 0001705819-24-000024 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 23,311 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,086,759.

    13F-HR 0001705819-24-000013 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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