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Disclosery

Chesapeake Wealth Management: SCHZ position timeline

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

Chesapeake Wealth Management held 133,559 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,559 shares
    Change vs previous 13F -1,258 shares

    0.87% of the 13F portfolio, value $3,089,219.

    13F-HR 0001730383-26-000003 filed by Chesapeake Wealth Management
    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 134,817 shares
    Change vs previous 13F -2,460 shares

    0.96% of the 13F portfolio, value $3,130,450.

    13F-HR 0001730383-26-000002 filed by Chesapeake Wealth Management
    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 137,277 shares
    Change vs previous 13F +259 shares

    0.96% of the 13F portfolio, value $3,208,163.

    13F-HR 0001730383-26-000001 filed by Chesapeake Wealth Management
    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 137,018 shares
    Change vs previous 13F -1,980 shares

    0.98% of the 13F portfolio, value $3,215,812.

    13F-HR 0001730383-25-000006 filed by Chesapeake Wealth Management
    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 138,998 shares
    Change vs previous 13F -3,845 shares

    1.08% of the 13F portfolio, value $3,230,313.

    13F-HR 0001730383-25-000003 filed by Chesapeake Wealth Management
    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 142,843 shares
    Change vs previous 13F -2,295 shares

    1.18% of the 13F portfolio, value $3,308,243.

    13F-HR 0001730383-25-000002 filed by Chesapeake Wealth Management
    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 145,138 shares
    Change vs previous 13F +71,256 shares

    1.13% of the 13F portfolio, value $3,294,632.

    13F-HR 0001730383-25-000001 filed by Chesapeake Wealth Management
    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 73,882 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $3,510,872.

    13F-HR 0001730383-24-000004 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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