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Hobbs Wealth Management, LLC: SCHZ position timeline

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

Hobbs Wealth Management, LLC held 58,974 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,974 shares
    Change vs previous 13F +4,901 shares

    1.15% of the 13F portfolio, value $1,364,069.

    13F-HR 0002063364-26-000267 filed by Hobbs Wealth Management, 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 54,073 shares
    Change vs previous 13F +7,141 shares

    1.24% of the 13F portfolio, value $1,255,575.

    13F-HR 0002063364-26-000124 filed by Hobbs Wealth Management, 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 46,932 shares
    Change vs previous 13F +2,313 shares

    1.07% of the 13F portfolio, value $1,096,801.

    13F-HR 0002063364-26-000046 filed by Hobbs Wealth Management, 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 44,619 shares
    Change vs previous 13F +2,012 shares

    0.88% of the 13F portfolio, value $1,047,208.

    13F-HR 0002063364-25-000268 filed by Hobbs Wealth Management, LLC
    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 42,607 shares
    Change vs previous 13F -209 shares

    0.94% of the 13F portfolio, value $990,187.

    13F-HR 0002063364-25-000203 filed by Hobbs Wealth Management, LLC
    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/A 42,816 shares
    Change vs previous 13F -1,231 shares

    1.1% of the 13F portfolio, value $991,619.

    13F-HR/A 0002063364-25-000035 filed by Hobbs Wealth Management, LLC
    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 44,047 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $999,867.

    13F-HR 0002019202-25-000003 filed by Hobbs Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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