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Disclosery

Marotta Asset Management: SCHZ position timeline

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

Marotta Asset Management held 248,428 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 248,428 shares
    Change vs previous 13F -19,713 shares

    0.93% of the 13F portfolio, value $5,490,251.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 268,141 shares
    Change vs previous 13F -1,406 shares

    1.03% of the 13F portfolio, value $6,177,960.

    13F-HR 0001802091-26-000003 filed by Marotta Asset 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 269,547 shares
    Change vs previous 13F -5,214 shares

    1.15% of the 13F portfolio, value $6,242,700.

    13F-HR 0001802091-26-000002 filed by Marotta Asset 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 274,761 shares
    Change vs previous 13F -9,249 shares

    1.19% of the 13F portfolio, value $6,421,156.

    13F-HR 0001802091-26-000001 filed by Marotta Asset 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 284,010 shares
    Change vs previous 13F +5,056 shares

    1.25% of the 13F portfolio, value $6,660,026.

    13F-HR 0001802091-25-000005 filed by Marotta Asset 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 278,954 shares
    Change vs previous 13F +134,588 shares

    1.3% of the 13F portfolio, value $6,482,882.

    13F-HR 0001802091-25-000003 filed by Marotta Asset 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 144,366 shares
    Change vs previous 13F -142,119 shares

    1.35% of the 13F portfolio, value $6,860,255.

    13F-HR 0001802091-25-000002 filed by Marotta Asset 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 286,485 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $6,506,066.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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