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Davis Wealth Advisors, LLC: SCHZ position timeline

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

Davis Wealth Advisors, LLC held 32,259 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,259 shares
    Change vs previous 13F -2,727 shares

    0.58% of the 13F portfolio, value $746,150.

    13F-HR 0001214659-26-010181 filed by Davis Wealth Advisors, 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 34,986 shares
    Change vs previous 13F -619 shares

    0.68% of the 13F portfolio, value $812,384.

    13F-HR 0001214659-26-006214 filed by Davis Wealth Advisors, 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 35,605 shares
    Change vs previous 13F +7,605 shares

    0.69% of the 13F portfolio, value $832,081.

    13F-HR 0001214659-26-001926 filed by Davis Wealth Advisors, 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 28,000 shares
    Change vs previous 13F -3,668 shares

    0.59% of the 13F portfolio, value $657,161.

    13F-HR 0001214659-26-011275 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 31,668 shares
    Change vs previous 13F +7,001 shares

    0.78% of the 13F portfolio, value $735,964.

    13F-HR 0001214659-26-011672 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 24,667 shares
    Change vs previous 13F -17,073 shares

    0.65% of the 13F portfolio, value $571,287.

    13F-HR 0001214659-26-011670 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 41,740 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $947,500.

    13F-HR 0001214659-26-011668 filed by Davis Wealth Advisors, LLC
    Accepted , ingested