Skip to content
Disclosery

Geometric Wealth Advisors: SCHZ position timeline

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

Geometric Wealth Advisors held 40,110 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 40,110 shares
    Change vs previous 13F +439 shares

    0.1% of the 13F portfolio, value $927,753.

    13F-HR 0001900576-26-000005 filed by Geometric Wealth Advisors
    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 39,671 shares
    Change vs previous 13F -83 shares

    0.12% of the 13F portfolio, value $921,164.

    13F-HR 0001900576-26-000003 filed by Geometric Wealth Advisors
    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 39,754 shares
    Change vs previous 13F +5,329 shares

    0.12% of the 13F portfolio, value $929,055.

    13F-HR 0001900576-26-000001 filed by Geometric Wealth Advisors
    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 34,425 shares
    Change vs previous 13F +13,209 shares

    0.11% of the 13F portfolio, value $807,946.

    13F-HR 0001900576-25-000008 filed by Geometric Wealth Advisors
    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 21,216 shares
    Change vs previous 13F +471 shares

    0.07% of the 13F portfolio, value $493,054.

    13F-HR 0001900576-25-000007 filed by Geometric Wealth Advisors
    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 20,745 shares
    Change vs previous 13F +234 shares

    0.08% of the 13F portfolio, value $480,455.

    13F-HR 0001900576-25-000005 filed by Geometric Wealth Advisors
    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 20,511 shares
    Change vs previous 13F +11,150 shares

    0.08% of the 13F portfolio, value $465,591.

    13F-HR 0001900576-25-000002 filed by Geometric Wealth Advisors
    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 9,361 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $444,845.

    13F-HR 0001900576-24-000006 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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