Phil A. Younker & Associates, Ltd.: SCHZ position timeline

Phil A. Younker & Associates, Ltd. held 1,419,857 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,419,857 shares

   Change vs previous 13F -150,238 shares

   22.13% of the 13F portfolio, value $32,841,292.

   13F-HR 0002063364-26-000281 filed by Phil A. Younker & Associates, Ltd.
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,570,095 shares

   Change vs previous 13F +101,962 shares

   24.31% of the 13F portfolio, value $36,457,606.

   13F-HR 0002063364-26-000109 filed by Phil A. Younker & Associates, Ltd.
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,468,133 shares

   Change vs previous 13F +262,162 shares

   23.92% of the 13F portfolio, value $34,310,268.

   13F-HR 0002063364-26-000033 filed by Phil A. Younker & Associates, Ltd.
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,205,971 shares

   Change vs previous 13F +355,717 shares

   21.68% of the 13F portfolio, value $28,304,139.

   13F-HR 0002063364-25-000258 filed by Phil A. Younker & Associates, Ltd.
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 850,254 shares

   Change vs previous 13F -108,306 shares

   19.48% of the 13F portfolio, value $19,759,903.

   13F-HR 0002063364-25-000139 filed by Phil A. Younker & Associates, Ltd.
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 958,560 shares

   Change vs previous 13F -24,477 shares

   21.85% of the 13F portfolio, value $22,200,250.

   13F-HR 0002063364-25-000069 filed by Phil A. Younker & Associates, Ltd.
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 983,037 shares

   Change vs previous 13F not available

   22.3% of the 13F portfolio, value $22,314,940.

   13F-HR 0002063364-25-000006 filed by Phil A. Younker & Associates, Ltd.
   Filed 2025-04-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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