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MKD WEALTH COACHES, LLC: SCHZ position timeline

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

MKD WEALTH COACHES, LLC held 15,928 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,928 shares
    Change vs previous 13F +389 shares

    0.29% of the 13F portfolio, value $351,999.

    13F-HR 0001754960-26-000831 filed by MKD WEALTH COACHES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,539 shares
    Change vs previous 13F +2,773 shares

    0.31% of the 13F portfolio, value $359,415.

    13F-HR 0001754960-26-000500 filed by MKD WEALTH COACHES, LLC
    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 12,766 shares
    Change vs previous 13F +264 shares

    0.29% of the 13F portfolio, value $296,433.

    13F-HR 0001754960-26-000228 filed by MKD WEALTH COACHES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,502 shares
    Change vs previous 13F +406 shares

    0.29% of the 13F portfolio, value $292,174.

    13F-HR 0001754960-26-000020 filed by MKD WEALTH COACHES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,096 shares
    Change vs previous 13F +332 shares

    0.28% of the 13F portfolio, value $283,897.

    13F-HR 0001754960-25-000635 filed by MKD WEALTH COACHES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,764 shares
    Change vs previous 13F +330 shares

    0.29% of the 13F portfolio, value $273,400.

    13F-HR 0001754960-25-000352 filed by MKD WEALTH COACHES, LLC
    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 11,434 shares
    Change vs previous 13F +1,847 shares

    0.3% of the 13F portfolio, value $264,820.

    13F-HR 0001754960-25-000166 filed by MKD WEALTH COACHES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,587 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $217,620.

    13F-HR 0001754960-25-000100 filed by MKD WEALTH COACHES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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