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PARK AVENUE SECURITIES LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PARK AVENUE SECURITIES LLC on SCHG, newest first. How the timeline and the estimate are built.

PARK AVENUE SECURITIES LLC held 3,491,855 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,491,855 shares
    Change vs previous 13F +78,479 shares

    0.74% of the 13F portfolio, value $118,164,000.

    13F-HR 0001071640-26-000012 filed by PARK AVENUE SECURITIES 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 3,413,376 shares
    Change vs previous 13F -233,241 shares

    0.78% of the 13F portfolio, value $99,432,000.

    13F-HR 0001071640-26-000007 filed by PARK AVENUE SECURITIES 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 3,646,617 shares
    Change vs previous 13F +413,587 shares

    1.01% of the 13F portfolio, value $118,953,000.

    13F-HR 0001071640-26-000001 filed by PARK AVENUE SECURITIES 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 3,233,030 shares
    Change vs previous 13F +439,909 shares

    0.81% of the 13F portfolio, value $103,166,000.

    13F-HR 0001071640-25-000020 filed by PARK AVENUE SECURITIES 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 2,793,121 shares
    Change vs previous 13F +610,166 shares

    0.75% of the 13F portfolio, value $81,587,000.

    13F-HR 0001071640-25-000013 filed by PARK AVENUE SECURITIES 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 2,182,955 shares
    Change vs previous 13F +493,975 shares

    0.67% of the 13F portfolio, value $54,661,000.

    13F-HR 0001071640-25-000010 filed by PARK AVENUE SECURITIES 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 1,688,980 shares
    Change vs previous 13F +1,286,391 shares

    0.48% of the 13F portfolio, value $47,072,000.

    13F-HR 0001071640-25-000003 filed by PARK AVENUE SECURITIES 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 402,589 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $41,942,000.

    13F-HR 0001071640-24-000017 filed by PARK AVENUE SECURITIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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