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Horst & Graben Wealth Management LLC: SCHZ position timeline

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

Horst & Graben Wealth Management LLC held 1,474,760 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,474,760 shares
    Change vs previous 13F +53,754 shares

    4.47% of the 13F portfolio, value $33,984,150.

    13F-HR 0001754960-26-000604 filed by Horst & Graben 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 1,421,006 shares
    Change vs previous 13F +31,838 shares

    4.54% of the 13F portfolio, value $33,065,974.

    13F-HR 0001754960-26-000341 filed by Horst & Graben 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 1,389,168 shares
    Change vs previous 13F -23,860 shares

    4.9% of the 13F portfolio, value $32,469,280.

    13F-HR 0001754960-26-000124 filed by Horst & Graben 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 1,413,028 shares
    Change vs previous 13F +25,786 shares

    5.07% of the 13F portfolio, value $33,163,775.

    13F-HR 0001754960-25-000676 filed by Horst & Graben 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 1,387,242 shares
    Change vs previous 13F -101,267 shares

    5.34% of the 13F portfolio, value $32,239,494.

    13F-HR 0001754960-25-000489 filed by Horst & Graben 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 1,488,509 shares
    Change vs previous 13F -40,375 shares

    6.18% of the 13F portfolio, value $34,473,873.

    13F-HR 0001754960-25-000263 filed by Horst & Graben 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 1,528,884 shares
    Change vs previous 13F +822,470 shares

    6.18% of the 13F portfolio, value $34,705,657.

    13F-HR 0001754960-25-000069 filed by Horst & Graben Wealth Management LLC
    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 706,414 shares
    Change vs previous 13F not available

    6.03% of the 13F portfolio, value $33,568,801.

    13F-HR 0001754960-24-000525 filed by Horst & Graben Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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