Skip to content
Disclosery

Chicago Partners Investment Group LLC: SCHZ position timeline

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

Chicago Partners Investment Group LLC held 41,064 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 41,064 shares
    Change vs previous 13F -22,108 shares

    0.02% of the 13F portfolio, value $934,612.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment Group 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 63,172 shares
    Change vs previous 13F +1,728 shares

    0.03% of the 13F portfolio, value $1,471,274.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment Group 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 61,444 shares
    Change vs previous 13F +16,182 shares

    0.04% of the 13F portfolio, value $1,439,635.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment Group 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 45,262 shares
    Change vs previous 13F +11,660 shares

    0.03% of the 13F portfolio, value $1,072,249.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group 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 33,602 shares
    Change vs previous 13F +4,452 shares

    0.02% of the 13F portfolio, value $774,195.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group 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 29,150 shares
    Change vs previous 13F +396 shares

    0.02% of the 13F portfolio, value $670,744.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group 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 28,754 shares
    Change vs previous 13F +291 shares

    0.02% of the 13F portfolio, value $650,131.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group 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 28,463 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $658,632.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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