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Disclosery

Ballast Financial Advisors LLC: SCHZ position timeline

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

Ballast Financial Advisors LLC held 523,539 SCHZ 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 523,539 shares
    Change vs previous 13F +56,854 shares

    10.96% of the 13F portfolio, value $12,109,452.

    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 466,685 shares
    Change vs previous 13F +14,885 shares

    11.11% of the 13F portfolio, value $10,836,431.

    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 451,800 shares
    Change vs previous 13F not available

    10.87% of the 13F portfolio, value $10,558,566.

    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).