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Disclosery

Tradition Wealth Management, LLC: SCHZ position timeline

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

Tradition Wealth Management, LLC held 208,247 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 208,247 shares
    Change vs previous 13F +5,159 shares

    0.29% of the 13F portfolio, value $4,816,761.

    13F-HR 0001843010-26-000004 filed by Tradition 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 203,088 shares
    Change vs previous 13F -7,671 shares

    0.34% of the 13F portfolio, value $4,715,694.

    13F-HR 0001843010-26-000003 filed by Tradition 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 210,759 shares
    Change vs previous 13F -4,268 shares

    0.35% of the 13F portfolio, value $4,925,440.

    13F-HR 0001843010-26-000001 filed by Tradition 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 215,027 shares
    Change vs previous 13F -3,304 shares

    0.37% of the 13F portfolio, value $5,046,684.

    13F-HR 0001843010-25-000007 filed by Tradition 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 218,331 shares
    Change vs previous 13F -6,018 shares

    0.41% of the 13F portfolio, value $5,074,005.

    13F-HR 0001843010-25-000004 filed by Tradition 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 224,349 shares
    Change vs previous 13F +4,598 shares

    0.46% of the 13F portfolio, value $5,195,917.

    13F-HR 0001843010-25-000003 filed by Tradition 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 219,751 shares
    Change vs previous 13F +125,130 shares

    0.44% of the 13F portfolio, value $4,988,356.

    13F-HR 0001843010-25-000001 filed by Tradition 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 94,621 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,496,371.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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