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Koshinski Asset Management, Inc.: SCHZ position timeline

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

Koshinski Asset Management, Inc. held 39,429 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,429 shares
    Change vs previous 13F -415 shares

    0.05% of the 13F portfolio, value $912,002.

    13F-HR 0001062993-26-003837 filed by Koshinski Asset Management, Inc.
    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 39,844 shares
    Change vs previous 13F -1,149 shares

    0.06% of the 13F portfolio, value $925,172.

    13F-HR 0001062993-26-002158 filed by Koshinski Asset Management, Inc.
    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 40,993 shares
    Change vs previous 13F -365 shares

    0.06% of the 13F portfolio, value $958,005.

    13F-HR 0001062993-26-000568 filed by Koshinski Asset Management, Inc.
    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 41,358 shares
    Change vs previous 13F -1,473 shares

    0.07% of the 13F portfolio, value $970,680.

    13F-HR 0001062993-25-016594 filed by Koshinski Asset Management, Inc.
    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 42,831 shares
    Change vs previous 13F -328 shares

    0.08% of the 13F portfolio, value $995,404.

    13F-HR 0001062993-25-013228 filed by Koshinski Asset Management, Inc.
    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 43,159 shares
    Change vs previous 13F -363 shares

    0.08% of the 13F portfolio, value $999,567.

    13F-HR 0001062993-25-007987 filed by Koshinski Asset Management, Inc.
    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 43,522 shares
    Change vs previous 13F +16,486 shares

    0.09% of the 13F portfolio, value $987,957.

    13F-HR 0001062993-25-000828 filed by Koshinski Asset Management, Inc.
    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 27,036 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,284,767.

    13F-HR 0001062993-24-017524 filed by Koshinski Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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