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Disclosery

Faithward Advisors, LLC: SCHZ position timeline

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

Faithward Advisors, LLC held 16,266 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,266 shares
    Change vs previous 13F -1,881 shares

    0.05% of the 13F portfolio, value $376,226.

    13F-HR 0001398344-26-014139 filed by Faithward 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 18,147 shares
    Change vs previous 13F -612 shares

    0.06% of the 13F portfolio, value $421,371.

    13F-HR 0001398344-26-006628 filed by Faithward 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 18,759 shares
    Change vs previous 13F -9,014 shares

    0.06% of the 13F portfolio, value $438,390.

    13F-HR 0001398344-26-003170 filed by Faithward Advisors, 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 27,773 shares
    Change vs previous 13F -19,121 shares

    0.1% of the 13F portfolio, value $651,828.

    13F-HR 0001398344-25-021081 filed by Faithward Advisors, 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 46,894 shares
    Change vs previous 13F -1,749 shares

    0.17% of the 13F portfolio, value $1,089,817.

    13F-HR 0001398344-25-015491 filed by Faithward Advisors, 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 48,643 shares
    Change vs previous 13F -5,659 shares

    0.2% of the 13F portfolio, value $1,126,572.

    13F-HR 0001398344-25-009753 filed by Faithward Advisors, 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 54,302 shares
    Change vs previous 13F +24,030 shares

    0.21% of the 13F portfolio, value $1,232,663.

    13F-HR 0001398344-25-002626 filed by Faithward Advisors, 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 30,272 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,438,537.

    13F-HR 0001398344-24-020903 filed by Faithward Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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