Skip to content
Disclosery

Powers Advisory Group, LLC: SCHZ position timeline

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

Powers Advisory Group, LLC held 65,200 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,200 shares
    Change vs previous 13F +2,878 shares

    0.47% of the 13F portfolio, value $1,508,071.

    13F-HR 0002085853-26-000918 filed by Powers Advisory 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 62,322 shares
    Change vs previous 13F -8,106 shares

    0.51% of the 13F portfolio, value $1,447,110.

    13F-HR 0002085853-26-000444 filed by Powers Advisory 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 70,428 shares
    Change vs previous 13F +70 shares

    0.62% of the 13F portfolio, value $1,645,897.

    13F-HR 0002085853-26-000066 filed by Powers Advisory Group, 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 70,358 shares
    Change vs previous 13F +38,026 shares

    0.66% of the 13F portfolio, value $1,651,291.

    13F-HR 0002085853-25-000134 filed by Powers Advisory Group, 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 32,332 shares
    Change vs previous 13F +3,422 shares

    0.33% of the 13F portfolio, value $751,388.

    13F-HR 0001667731-25-000867 filed by Powers Advisory Group, 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 28,910 shares
    Change vs previous 13F +12,489 shares

    0.32% of the 13F portfolio, value $669,563.

    13F-HR 0001667731-25-000435 filed by Powers Advisory Group, 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 16,421 shares
    Change vs previous 13F +8,295 shares

    0.19% of the 13F portfolio, value $372,762.

    13F-HR 0001667731-25-000106 filed by Powers Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,126 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $386,168.

    13F-HR 0001927474-24-000004 filed by Powers Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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