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Cannon Financial Strategists, Inc.: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cannon Financial Strategists, Inc. on SCHZ, newest first. How the timeline and the estimate are built.

Cannon Financial Strategists, Inc. held 19,214 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,214 shares
    Change vs previous 13F +73 shares

    0.05% of the 13F portfolio, value $444,420.

    13F-HR 0001951757-26-001140 filed by Cannon Financial Strategists, Inc.
    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 19,141 shares
    Change vs previous 13F +9,007 shares

    0.06% of the 13F portfolio, value $444,454.

    13F-HR 0001951757-26-000829 filed by Cannon Financial Strategists, Inc.
    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 10,134 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $236,832.

    13F-HR 0001951757-26-000351 filed by Cannon Financial Strategists, Inc.
    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 10,134 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $237,845.

    13F-HR 0001951757-25-001282 filed by Cannon Financial Strategists, Inc.
    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 10,134 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $235,514.

    13F-HR 0001951757-25-001041 filed by Cannon Financial Strategists, Inc.
    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 10,134 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $234,703.

    13F-HR 0001951757-25-000509 filed by Cannon Financial Strategists, Inc.
    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 10,134 shares
    Change vs previous 13F +5,067 shares

    0.04% of the 13F portfolio, value $230,042.

    13F-HR 0001951757-25-000162 filed by Cannon Financial Strategists, Inc.
    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/A 5,067 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $240,784.

    13F-HR/A 0001951757-24-001095 filed by Cannon Financial Strategists, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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