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Disclosery

Keebeck Wealth Management: SCHZ position timeline

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

Keebeck Wealth Management held 13,977 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 13,977 shares
    Change vs previous 13F +1,650 shares

    0.03% of the 13F portfolio, value $323,288.

    13F-HR 0001172661-26-003296 filed by Keebeck Wealth Management
    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 12,327 shares
    Change vs previous 13F -1,112 shares

    0.03% of the 13F portfolio, value $286,233.

    13F-HR 0001172661-26-001942 filed by Keebeck 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 ended2025-12-31
    13F 13,439 shares
    Change vs previous 13F -221 shares

    0.04% of the 13F portfolio, value $314,069.

    13F-HR 0001172661-26-000927 filed by Keebeck 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 ended2025-09-30
    13F 13,660 shares
    Change vs previous 13F +1,532 shares

    0.04% of the 13F portfolio, value $320,600.

    13F-HR 0001172661-25-004934 filed by Keebeck 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 ended2025-06-30
    13F 12,128 shares
    Change vs previous 13F -846 shares

    0.04% of the 13F portfolio, value $281,855.

    13F-HR 0001172661-25-003388 filed by Keebeck 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 ended2025-03-31
    13F 12,974 shares
    Change vs previous 13F +2,426 shares

    0.04% of the 13F portfolio, value $300,478.

    13F-HR 0001172661-25-001975 filed by Keebeck 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 ended2024-12-31
    13F 10,548 shares
    Change vs previous 13F +5,274 shares

    0.03% of the 13F portfolio, value $239,440.

    13F-HR 0001172661-25-000854 filed by Keebeck 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 ended2024-09-30
    13F 5,274 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $250,620.

    13F-HR 0001172661-24-004848 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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