Skip to content
Disclosery

Fairway Financial, LLC: SCHZ position timeline

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

Fairway Financial, LLC held 276,475 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 276,475 shares
    Change vs previous 13F +6,812 shares

    4.37% of the 13F portfolio, value $6,394,857.

    13F-HR 0001921009-26-000004 filed by Fairway 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 269,663 shares
    Change vs previous 13F +3,776 shares

    4.76% of the 13F portfolio, value $6,261,581.

    13F-HR 0001921009-26-000003 filed by Fairway 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 265,887 shares
    Change vs previous 13F +10,272 shares

    4.69% of the 13F portfolio, value $6,213,775.

    13F-HR 0001921009-26-000001 filed by Fairway 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 255,615 shares
    Change vs previous 13F +4,715 shares

    4.73% of the 13F portfolio, value $5,999,279.

    13F-HR 0001921009-25-000003 filed by Fairway 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 250,900 shares
    Change vs previous 13F -642 shares

    4.93% of the 13F portfolio, value $5,830,913.

    13F-HR 0001085146-25-004568 filed by Fairway 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 251,542 shares
    Change vs previous 13F +1,762 shares

    5.28% of the 13F portfolio, value $5,825,718.

    13F-HR 0001085146-25-002424 filed by Fairway 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 249,780 shares
    Change vs previous 13F not available

    5.18% of the 13F portfolio, value $5,670,014.

    13F-HR 0001085146-25-000705 filed by Fairway Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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