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WealthTrak Capital Management LLC: SCHZ position timeline

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

WealthTrak Capital Management LLC held 63,009 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,009 shares
    Change vs previous 13F +5,365 shares

    0.96% of the 13F portfolio, value $1,457,398.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital 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 57,644 shares
    Change vs previous 13F +2,045 shares

    0.96% of the 13F portfolio, value $1,338,494.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital 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 55,599 shares
    Change vs previous 13F -1,159 shares

    0.93% of the 13F portfolio, value $1,299,349.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital 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 56,758 shares
    Change vs previous 13F +9,865 shares

    1.1% of the 13F portfolio, value $1,332,110.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital 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 46,893 shares
    Change vs previous 13F +6,728 shares

    0.91% of the 13F portfolio, value $1,089,794.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital 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 40,165 shares
    Change vs previous 13F +1,202 shares

    0.8% of the 13F portfolio, value $930,222.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital 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 38,963 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $884,461.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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