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VERITY Wealth Advisors: SCHZ position timeline

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

VERITY Wealth Advisors held 37,305 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,305 shares
    Change vs previous 13F +2,998 shares

    0.52% of the 13F portfolio, value $862,853.

    13F-HR 0001763138-26-000004 filed by VERITY Wealth Advisors
    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 34,307 shares
    Change vs previous 13F -1,607 shares

    0.53% of the 13F portfolio, value $796,597.

    13F-HR 0001763138-26-000002 filed by VERITY Wealth Advisors
    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 35,914 shares
    Change vs previous 13F +24 shares

    0.52% of the 13F portfolio, value $839,299.

    13F-HR 0001763138-26-000001 filed by VERITY Wealth Advisors
    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 35,890 shares
    Change vs previous 13F -3,177 shares

    0.53% of the 13F portfolio, value $842,341.

    13F-HR 0001763138-25-000007 filed by VERITY Wealth Advisors
    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 39,067 shares
    Change vs previous 13F +746 shares

    0.61% of the 13F portfolio, value $907,909.

    13F-HR 0001763138-25-000005 filed by VERITY Wealth Advisors
    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 38,321 shares
    Change vs previous 13F -7,553 shares

    0.66% of the 13F portfolio, value $887,505.

    13F-HR 0001763138-25-000004 filed by VERITY Wealth Advisors
    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 45,874 shares
    Change vs previous 13F +22,982 shares

    0.75% of the 13F portfolio, value $1,041,336.

    13F-HR 0001763138-25-000001 filed by VERITY Wealth Advisors
    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 22,892 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,087,831.

    13F-HR 0001763138-24-000006 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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