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Disclosery

Zhang Financial LLC: SCHZ position timeline

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

Zhang Financial LLC held 109,176 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,176 shares
    Change vs previous 13F -19,841 shares

    0.07% of the 13F portfolio, value $2,525,242.

    13F-HR 0001776290-26-000005 filed by Zhang Financial 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 129,017 shares
    Change vs previous 13F +1,512 shares

    0.1% of the 13F portfolio, value $2,995,782.

    13F-HR 0001776290-26-000004 filed by Zhang Financial 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 127,505 shares
    Change vs previous 13F +20,637 shares

    0.11% of the 13F portfolio, value $2,979,804.

    13F-HR 0001776290-26-000002 filed by Zhang Financial 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 106,868 shares
    Change vs previous 13F +9,488 shares

    0.1% of the 13F portfolio, value $2,508,197.

    13F-HR 0001776290-25-000006 filed by Zhang Financial 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 97,380 shares
    Change vs previous 13F +512 shares

    0.1% of the 13F portfolio, value $2,263,109.

    13F-HR 0001776290-25-000005 filed by Zhang Financial 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 96,868 shares
    Change vs previous 13F +59,260 shares

    0.12% of the 13F portfolio, value $2,243,478.

    13F-HR 0001776290-25-000002 filed by Zhang Financial 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 37,608 shares
    Change vs previous 13F +18,105 shares

    0.05% of the 13F portfolio, value $853,709.

    13F-HR 0001776290-25-000001 filed by Zhang Financial 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 19,503 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $926,787.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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