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Disclosery

Ballast Financial Advisors LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballast Financial Advisors LLC on SCHX, newest first. How the timeline and the estimate are built.

Ballast Financial Advisors LLC held 427,141 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 427,141 shares
    Change vs previous 13F +5,349 shares

    11.38% of the 13F portfolio, value $12,570,768.

    13F-HR 0001172661-26-003396 filed by Ballast Financial Advisors 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 421,792 shares
    Change vs previous 13F +6,451 shares

    11.09% of the 13F portfolio, value $10,814,745.

    13F-HR 0001172661-26-001850 filed by Ballast Financial Advisors 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 415,341 shares
    Change vs previous 13F not available

    11.51% of the 13F portfolio, value $11,176,840.

    13F-HR 0001172661-26-001072 filed by Ballast Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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