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RESTON WEALTH MANAGEMENT LLC: SCHZ position timeline

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

RESTON WEALTH MANAGEMENT LLC held 454,858 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 454,858 shares
    Change vs previous 13F +32,851 shares

    2.84% of the 13F portfolio, value $10,520,866.

    13F-HR 0001705819-26-000044 filed by RESTON 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 422,007 shares
    Change vs previous 13F +86,590 shares

    3% of the 13F portfolio, value $9,799,003.

    13F-HR 0001705819-26-000024 filed by RESTON 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 335,417 shares
    Change vs previous 13F +6,192 shares

    2.4% of the 13F portfolio, value $7,838,704.

    13F-HR 0001705819-26-000022 filed by RESTON 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 329,225 shares
    Change vs previous 13F +39,701 shares

    2.49% of the 13F portfolio, value $7,726,920.

    13F-HR 0001767617-25-000006 filed by RESTON WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 289,524 shares
    Change vs previous 13F +13,828 shares

    2.36% of the 13F portfolio, value $6,728,533.

    13F-HR 0001767617-25-000004 filed by RESTON WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 275,696 shares
    Change vs previous 13F -30,607 shares

    2.58% of the 13F portfolio, value $6,385,119.

    13F-HR 0002056071-25-000003 filed by RESTON WEALTH MANAGEMENT LLC
    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 306,303 shares
    Change vs previous 13F +171,774 shares

    2.59% of the 13F portfolio, value $6,953,069.

    13F-HR 0001767617-25-000001 filed by RESTON WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 134,529 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $6,392,810.

    13F-HR 0001767617-24-000005 filed by RESTON WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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