Smart Money Group LLC: SCHZ position timeline

Smart Money Group LLC held 154,434 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 154,434 shares

   Change vs previous 13F -9,395 shares

   0.92% of the 13F portfolio, value $3,572,068.

   13F-HR 0001728866-26-000005 filed by Smart Money Group LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 163,829 shares

   Change vs previous 13F +24,442 shares

   1.11% of the 13F portfolio, value $3,804,115.

   13F-HR 0001728866-26-000004 filed by Smart Money Group LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 139,387 shares

   Change vs previous 13F -6,401 shares

   0.95% of the 13F portfolio, value $3,257,466.

   13F-HR 0001728866-26-000001 filed by Smart Money Group LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 145,788 shares

   Change vs previous 13F -84,385 shares

   1.01% of the 13F portfolio, value $3,421,643.

   13F-HR 0001728866-25-000004 filed by Smart Money Group LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 230,173 shares

   Change vs previous 13F +24,146 shares

   1.68% of the 13F portfolio, value $5,349,211.

   13F-HR 0001765380-25-000302 filed by Smart Money Group LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F/A 206,027 shares

   Change vs previous 13F +60,722 shares

   1.62% of the 13F portfolio, value $4,771,589.

   13F-HR/A 0001765380-25-000217 filed by Smart Money Group LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 145,305 shares

   Change vs previous 13F -39,439 shares

   1.14% of the 13F portfolio, value $3,298,427.

   13F-HR 0001728866-25-000001 filed by Smart Money Group LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 184,744 shares

   Change vs previous 13F not available

   1.52% of the 13F portfolio, value $4,265,729.

   13F-HR 0001728866-24-000004 filed by Smart Money Group LLC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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