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Disclosery

Twin Cities Retirement Group LLC: SCHZ position timeline

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

Twin Cities Retirement Group LLC held 127,460 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,460 shares
    Change vs previous 13F +574 shares

    2.52% of the 13F portfolio, value $2,948,147.

    13F-HR 0001754960-26-000420 filed by Twin Cities Retirement 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 126,886 shares
    Change vs previous 13F -581 shares

    2.69% of the 13F portfolio, value $2,946,289.

    13F-HR 0001754960-26-000246 filed by Twin Cities Retirement 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 127,467 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $2,978,901.

    13F-HR 0001754960-26-000162 filed by Twin Cities Retirement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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