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Alliance Wealth Management Group: SCHZ position timeline

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

Alliance Wealth Management Group held 956,732 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 956,732 shares
    Change vs previous 13F -58,051 shares

    4.31% of the 13F portfolio, value $22,129,220.

    13F-HR 0001623707-26-000005 filed by Alliance Wealth Management Group
    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 1,014,783 shares
    Change vs previous 13F -4,068 shares

    5.15% of the 13F portfolio, value $23,563,260.

    13F-HR 0001623707-26-000003 filed by Alliance Wealth Management Group
    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 1,018,851 shares
    Change vs previous 13F -45,091 shares

    5.23% of the 13F portfolio, value $23,810,554.

    13F-HR 0001623707-26-000002 filed by Alliance Wealth Management Group
    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 1,063,942 shares
    Change vs previous 13F +36,009 shares

    5.55% of the 13F portfolio, value $24,970,729.

    13F-HR 0001623707-25-000007 filed by Alliance Wealth Management Group
    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 1,027,933 shares
    Change vs previous 13F -61,513 shares

    6.08% of the 13F portfolio, value $23,889,156.

    13F-HR 0001623707-25-000005 filed by Alliance Wealth Management Group
    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 1,089,446 shares
    Change vs previous 13F +21,541 shares

    6.8% of the 13F portfolio, value $25,231,579.

    13F-HR 0001623707-25-000003 filed by Alliance Wealth Management Group
    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 1,067,905 shares
    Change vs previous 13F +518,961 shares

    6.49% of the 13F portfolio, value $24,241,449.

    13F-HR 0001623707-25-000002 filed by Alliance Wealth Management Group
    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 548,944 shares
    Change vs previous 13F not available

    6.94% of the 13F portfolio, value $26,085,823.

    13F-HR 0001623707-24-000002 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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