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CAHILL FINANCIAL ADVISORS INC: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAHILL FINANCIAL ADVISORS INC on SCHZ, newest first. How the timeline and the estimate are built.

CAHILL FINANCIAL ADVISORS INC held 168,200 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,200 shares
    Change vs previous 13F +10,943 shares

    0.37% of the 13F portfolio, value $3,890,457.

    13F-HR 0001600327-26-000007 filed by CAHILL FINANCIAL ADVISORS INC
    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 157,257 shares
    Change vs previous 13F +16 shares

    0.4% of the 13F portfolio, value $3,651,514.

    13F-HR 0001600327-26-000005 filed by CAHILL FINANCIAL ADVISORS INC
    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 157,241 shares
    Change vs previous 13F +78,323 shares

    0.4% of the 13F portfolio, value $3,674,734.

    13F-HR 0001600327-26-000003 filed by CAHILL FINANCIAL ADVISORS INC
    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 78,918 shares
    Change vs previous 13F +42,953 shares

    0.21% of the 13F portfolio, value $1,852,217.

    13F-HR 0001600327-25-000014 filed by CAHILL FINANCIAL ADVISORS INC
    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 35,965 shares
    Change vs previous 13F -6,239 shares

    0.1% of the 13F portfolio, value $835,823.

    13F-HR 0001600327-25-000007 filed by CAHILL FINANCIAL ADVISORS INC
    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 42,204 shares
    Change vs previous 13F -11,292 shares

    0.13% of the 13F portfolio, value $977,434.

    13F-HR 0001600327-25-000005 filed by CAHILL FINANCIAL ADVISORS INC
    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 53,496 shares
    Change vs previous 13F +24,080 shares

    0.16% of the 13F portfolio, value $1,214,367.

    13F-HR 0001600327-25-000003 filed by CAHILL FINANCIAL ADVISORS INC
    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 29,416 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,397,849.

    13F-HR 0001600327-24-000013 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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