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ProVise Management Group, LLC: SCHZ position timeline

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

ProVise Management Group, LLC held 75,373 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 75,373 shares
    Change vs previous 13F -1,212 shares

    0.12% of the 13F portfolio, value $1,743,377.

    13F-HR 0001305707-26-000004 filed by ProVise 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 76,585 shares
    Change vs previous 13F -300 shares

    0.13% of the 13F portfolio, value $1,778,304.

    13F-HR 0001305707-26-000002 filed by ProVise 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 76,885 shares
    Change vs previous 13F +1,004 shares

    0.13% of the 13F portfolio, value $1,796,802.

    13F-HR 0001305707-26-000001 filed by ProVise Management 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 75,881 shares
    Change vs previous 13F +621 shares

    0.13% of the 13F portfolio, value $1,780,927.

    13F-HR 0001305707-25-000003 filed by ProVise Management 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 75,260 shares
    Change vs previous 13F +151 shares

    0.14% of the 13F portfolio, value $1,749,042.

    13F-HR 0001085146-25-004747 filed by ProVise Management 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 75,109 shares
    Change vs previous 13F -1,698 shares

    0.15% of the 13F portfolio, value $1,739,522.

    13F-HR 0001085146-25-002835 filed by ProVise Management 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 76,807 shares
    Change vs previous 13F +33,921 shares

    0.15% of the 13F portfolio, value $1,743,516.

    13F-HR 0001085146-25-000966 filed by ProVise Management 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 42,886 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,037,946.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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