CARY STREET PARTNERS ASSET MANAGEMENT LLC: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on SCHZ, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 55,416 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

period ended2026-06-30
13F 55,416 shares
Change vs previous 13F +35,850 shares
0.03% of the 13F portfolio, value $1,281,772.
13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CARY STREET PARTNERS FINANCIAL LLC: 2,360 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 53,056 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 19,566 shares
Change vs previous 13F -615 shares
0.01% of the 13F portfolio, value $454,322.
13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CARY STREET PARTNERS FINANCIAL LLC: 2,360 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 17,206 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 20,181 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $471,625.
13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CARY STREET PARTNERS FINANCIAL LLC: 2,371 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 17,810 shares
Acceptance time not in the bulk data set (spec §4.2).