Skip to content
Disclosery

Modern Wealth Management, LLC: SCHZ position timeline

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

Modern Wealth Management, LLC held 1,300,211 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,300,211 shares
    Change vs previous 13F +80,321 shares

    0.36% of the 13F portfolio, value $30,073,882.

    13F-HR 0002001900-26-000007 filed by Modern 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 1,219,890 shares
    Change vs previous 13F +40,655 shares

    0.49% of the 13F portfolio, value $28,252,655.

    13F-HR 0002001900-26-000006 filed by Modern 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 1,179,235 shares
    Change vs previous 13F +26,094 shares

    0.5% of the 13F portfolio, value $27,558,722.

    13F-HR 0002001900-26-000001 filed by Modern 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 1,153,141 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $27,064,209.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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