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SAX WEALTH ADVISORS, LLC: SCHZ position timeline

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

SAX WEALTH ADVISORS, LLC held 84,536 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 84,536 shares
    Change vs previous 13F +51,952 shares

    0.05% of the 13F portfolio, value $1,868,240.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,584 shares
    Change vs previous 13F +14,102 shares

    0.03% of the 13F portfolio, value $756,594.

    13F-HR 0001846150-26-000007 filed by SAX WEALTH ADVISORS, 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 18,482 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $431,928.

    13F-HR 0001846150-26-000005 filed by SAX WEALTH ADVISORS, 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 18,482 shares
    Change vs previous 13F -820 shares

    0.02% of the 13F portfolio, value $431,928.

    13F-HR 0001846150-26-000002 filed by SAX WEALTH ADVISORS, 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 19,302 shares
    Change vs previous 13F +1,259 shares

    0.02% of the 13F portfolio, value $453,023.

    13F-HR 0001846150-25-000011 filed by SAX WEALTH ADVISORS, 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 18,043 shares
    Change vs previous 13F +2,363 shares

    0.03% of the 13F portfolio, value $419,329.

    13F-HR 0001846150-25-000007 filed by SAX WEALTH ADVISORS, 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 15,680 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $363,139.

    13F-HR 0001846150-25-000004 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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