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Disclosery

Code Waechter LLC: SCHZ position timeline

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

Code Waechter LLC held 18,235 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,235 shares
    Change vs previous 13F +18,235 shares

    0.22% of the 13F portfolio, value $421,767.

    13F-HR 0002039212-26-000003 filed by Code Waechter LLC
    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 0 shares
    Change vs previous 13F -13,448 shares

    13F-HR 0002039212-25-000005 filed by Code Waechter LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 13,448 shares
    Change vs previous 13F +1,045 shares

    0.26% of the 13F portfolio, value $311,000.

    13F-HR 0002039212-25-000003 filed by Code Waechter LLC
    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 12,403 shares
    Change vs previous 13F +6,185 shares

    0.25% of the 13F portfolio, value $281,545.

    13F-HR 0002039212-25-000001 filed by Code Waechter LLC
    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 6,218 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $295,000.

    13F-HR 0002039212-24-000001 filed by Code Waechter LLC
    Filed (acceptance time not in the bulk data set), ingested

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