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Disclosery

Fischer Financial Services, Inc.: SCHZ position timeline

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

Fischer Financial Services, Inc. held 211,395 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 211,395 shares
    Change vs previous 13F +7,418 shares

    1.23% of the 13F portfolio, value $4,889,566.

    13F-HR 0002063364-26-000295 filed by Fischer Financial Services, 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 203,977 shares
    Change vs previous 13F +3,710 shares

    1.59% of the 13F portfolio, value $4,736,346.

    13F-HR 0002063364-26-000130 filed by Fischer Financial Services, 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 200,267 shares
    Change vs previous 13F +9,037 shares

    1.24% of the 13F portfolio, value $4,680,240.

    13F-HR 0002063364-26-000058 filed by Fischer Financial Services, 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 191,230 shares
    Change vs previous 13F +12,465 shares

    1.21% of the 13F portfolio, value $4,488,168.

    13F-HR 0002063364-25-000246 filed by Fischer Financial Services, 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 178,765 shares
    Change vs previous 13F +17,550 shares

    1.22% of the 13F portfolio, value $4,134,834.

    13F-HR 0002063364-25-000143 filed by Fischer Financial Services, 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 161,215 shares
    Change vs previous 13F +70,060 shares

    1.2% of the 13F portfolio, value $3,733,739.

    13F-HR 0002063364-25-000077 filed by Fischer Financial Services, 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 91,155 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,069,218.

    13F-HR 0002063364-25-000023 filed by Fischer Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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