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Csenge Advisory Group: SCHZ position timeline

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

Csenge Advisory Group held 100,170 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,170 shares
    Change vs previous 13F +65 shares

    0.09% of the 13F portfolio, value $2,316,932.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory 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 100,105 shares
    Change vs previous 13F +30,785 shares

    0.11% of the 13F portfolio, value $2,324,438.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory 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 69,320 shares
    Change vs previous 13F -3,136 shares

    0.07% of the 13F portfolio, value $1,620,008.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory 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 72,456 shares
    Change vs previous 13F +5,787 shares

    0.08% of the 13F portfolio, value $1,700,542.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory 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 66,669 shares
    Change vs previous 13F +2,636 shares

    0.08% of the 13F portfolio, value $1,530,720.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory 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 64,033 shares
    Change vs previous 13F -1,162 shares

    0.08% of the 13F portfolio, value $1,468,277.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory 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 65,195 shares
    Change vs previous 13F -22,819 shares

    0.08% of the 13F portfolio, value $1,479,927.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory 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 88,014 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,056,007.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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