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FFG RETIREMENT ADVISORS LLC: SCHZ position timeline

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

FFG RETIREMENT ADVISORS LLC held 346,738 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 346,738 shares
    Change vs previous 13F -48,957 shares

    4.25% of the 13F portfolio, value $8,020,058.

    13F-HR 0001951757-26-000985 filed by FFG RETIREMENT 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 395,695 shares
    Change vs previous 13F +29,768 shares

    5.35% of the 13F portfolio, value $9,188,043.

    13F-HR 0001951757-26-000611 filed by FFG RETIREMENT 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 365,927 shares
    Change vs previous 13F -3,281 shares

    5.3% of the 13F portfolio, value $8,551,714.

    13F-HR 0001951757-26-000046 filed by FFG RETIREMENT 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 369,208 shares
    Change vs previous 13F -41,822 shares

    5.38% of the 13F portfolio, value $8,665,312.

    13F-HR 0001951757-25-001175 filed by FFG RETIREMENT 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 411,030 shares
    Change vs previous 13F -181,916 shares

    5.98% of the 13F portfolio, value $9,552,337.

    13F-HR 0001951757-25-000899 filed by FFG RETIREMENT 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 592,946 shares
    Change vs previous 13F +6,258 shares

    9.35% of the 13F portfolio, value $13,732,629.

    13F-HR 0001951757-25-000343 filed by FFG RETIREMENT 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 586,688 shares
    Change vs previous 13F +300,933 shares

    8.7% of the 13F portfolio, value $13,317,818.

    13F-HR 0001951757-25-000092 filed by FFG RETIREMENT 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 285,755 shares
    Change vs previous 13F not available

    8.84% of the 13F portfolio, value $13,579,078.

    13F-HR 0001951757-24-001103 filed by FFG RETIREMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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