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Wakefield Asset Management LLLP: SCHZ position timeline

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

Wakefield Asset Management LLLP held 221,297 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 221,297 shares
    Change vs previous 13F +6,264 shares

    1.15% of the 13F portfolio, value $5,118,601.

    13F-HR 0001376474-26-000549 filed by Wakefield Asset Management LLLP
    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 215,033 shares
    Change vs previous 13F +8,505 shares

    1.32% of the 13F portfolio, value $4,993,075.

    13F-HR 0001376474-26-000366 filed by Wakefield Asset Management LLLP
    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 206,528 shares
    Change vs previous 13F +9,874 shares

    1.31% of the 13F portfolio, value $4,826,557.

    13F-HR 0001376474-26-000128 filed by Wakefield Asset Management LLLP
    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 196,654 shares
    Change vs previous 13F +8,781 shares

    1.26% of the 13F portfolio, value $4,615,480.

    13F-HR 0001376474-25-000920 filed by Wakefield Asset Management LLLP
    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 187,873 shares
    Change vs previous 13F -4,344 shares

    1.22% of the 13F portfolio, value $4,366,169.

    13F-HR 0001376474-25-000701 filed by Wakefield Asset Management LLLP
    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 192,217 shares
    Change vs previous 13F -249 shares

    1.35% of the 13F portfolio, value $4,451,741.

    13F-HR 0001376474-25-000433 filed by Wakefield Asset Management LLLP
    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 192,466 shares
    Change vs previous 13F +42,052 shares

    1.47% of the 13F portfolio, value $4,368,968.

    13F-HR 0001376474-25-000151 filed by Wakefield Asset Management LLLP
    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 150,414 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $7,147,681.

    13F-HR 0001376474-24-000643 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

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