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Pioneer Wealth Management Group: SCHZ position timeline

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

Pioneer Wealth Management Group held 2,526,995 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,526,995 shares
    Change vs previous 13F +277,705 shares

    13.18% of the 13F portfolio, value $55,846,595.

    13F-HR 0001085146-26-000839 filed by Pioneer Wealth Management Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,249,290 shares
    Change vs previous 13F +249,489 shares

    12.57% of the 13F portfolio, value $52,026,077.

    13F-HR 0001973339-26-000004 filed by Pioneer Wealth Management Group
    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 1,999,801 shares
    Change vs previous 13F +185,543 shares

    13.02% of the 13F portfolio, value $46,435,369.

    13F-HR 0001973339-26-000002 filed by Pioneer Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,814,258 shares
    Change vs previous 13F -581,419 shares

    12.87% of the 13F portfolio, value $42,399,217.

    13F-HR 0001973339-26-000001 filed by Pioneer Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,395,677 shares
    Change vs previous 13F +169,446 shares

    18.15% of the 13F portfolio, value $56,226,548.

    13F-HR 0001085146-25-005920 filed by Pioneer Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,226,231 shares
    Change vs previous 13F +261,226 shares

    19.18% of the 13F portfolio, value $51,737,600.

    13F-HR 0001085146-25-003734 filed by Pioneer Wealth Management Group
    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 1,965,005 shares
    Change vs previous 13F not available

    19.6% of the 13F portfolio, value $45,509,519.

    13F-HR 0001085146-25-001978 filed by Pioneer Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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