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Grove Street Fiduciary, LLC: SCHZ position timeline

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

Grove Street Fiduciary, LLC held 451,322 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 451,322 shares
    Change vs previous 13F -10,372 shares

    4.52% of the 13F portfolio, value $9,974,223.

    13F-HR 0002054682-26-000005 filed by Grove Street Fiduciary, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 461,694 shares
    Change vs previous 13F -2,498 shares

    4.51% of the 13F portfolio, value $10,678,989.

    13F-HR 0002054682-26-000003 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 464,192 shares
    Change vs previous 13F -2,238 shares

    4.75% of the 13F portfolio, value $10,778,545.

    13F-HR 0002054682-26-000002 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 466,430 shares
    Change vs previous 13F -1,707 shares

    4.56% of the 13F portfolio, value $10,900,458.

    13F-HR 0002054682-26-000001 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 468,137 shares
    Change vs previous 13F -1,166 shares

    5.19% of the 13F portfolio, value $10,987,187.

    13F-HR 0002054682-25-000006 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 469,303 shares
    Change vs previous 13F -3,937 shares

    5.26% of the 13F portfolio, value $10,906,624.

    13F-HR 0002054682-25-000005 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 473,240 shares
    Change vs previous 13F -3,508 shares

    5.56% of the 13F portfolio, value $10,960,261.

    13F-HR 0002054682-25-000003 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 476,748 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $10,822,202.

    13F-HR 0002054682-25-000001 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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