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Parkway Wealth Management Group, LLC: SCHZ position timeline

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

Parkway Wealth Management Group, LLC held 54,385 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,385 shares
    Change vs previous 13F +4,830 shares

    0.15% of the 13F portfolio, value $1,257,925.

    13F-HR 0001172661-26-002798 filed by Parkway Wealth Management 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 49,555 shares
    Change vs previous 13F +8,938 shares

    0.15% of the 13F portfolio, value $1,153,145.

    13F-HR 0001172661-26-001513 filed by Parkway Wealth Management 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 40,617 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $949,219.

    13F-HR 0001172661-26-000561 filed by Parkway Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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