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Disclosery

Great Waters Wealth Management: SCHZ position timeline

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

Great Waters Wealth Management held 42,695 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 42,695 shares
    Change vs previous 13F -2,087 shares

    0.08% of the 13F portfolio, value $943,563.

    13F-HR 0001964535-26-000005 filed by Great Waters Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 44,782 shares
    Change vs previous 13F -558 shares

    0.1% of the 13F portfolio, value $1,035,801.

    13F-HR 0001964535-26-000003 filed by Great Waters 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 ended2026-03-31
    13F 45,340 shares
    Change vs previous 13F -419 shares

    0.11% of the 13F portfolio, value $1,052,784.

    13F-HR 0001964535-26-000002 filed by Great Waters 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 ended2025-12-31
    13F 45,759 shares
    Change vs previous 13F -46 shares

    0.12% of the 13F portfolio, value $1,069,395.

    13F-HR 0001964535-26-000001 filed by Great Waters 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 ended2025-09-30
    13F 45,805 shares
    Change vs previous 13F -1,438 shares

    0.13% of the 13F portfolio, value $1,075,052.

    13F-HR 0001964535-25-000006 filed by Great Waters 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 ended2025-06-30
    13F 47,243 shares
    Change vs previous 13F +4,847 shares

    0.14% of the 13F portfolio, value $1,097,934.

    13F-HR 0001964535-25-000004 filed by Great Waters 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 ended2025-03-31
    13F 42,396 shares
    Change vs previous 13F -2,024 shares

    0.14% of the 13F portfolio, value $981,896.

    13F-HR 0001964535-25-000003 filed by Great Waters 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 ended2024-12-31
    13F 44,420 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,008,330.

    13F-HR 0001964535-25-000001 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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