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Professional Financial Advisors, LLC: SCHZ position timeline

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

Professional Financial Advisors, LLC held 11,320 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,320 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $250,170.

    13F-HR 0001754960-26-000844 filed by Professional Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,307 shares
    Change vs previous 13F +1,715 shares

    0.05% of the 13F portfolio, value $261,535.

    13F-HR 0001754960-26-000450 filed by Professional 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 ended2026-03-31
    13F 9,592 shares
    Change vs previous 13F -65 shares

    0.05% of the 13F portfolio, value $222,729.

    13F-HR 0001754960-26-000220 filed by Professional Financial 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 ended2025-12-31
    13F 9,657 shares
    Change vs previous 13F -132 shares

    0.05% of the 13F portfolio, value $225,685.

    13F-HR 0001754960-26-000073 filed by Professional Financial 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 ended2025-09-30
    13F 9,789 shares
    Change vs previous 13F +9,789 shares

    0.05% of the 13F portfolio, value $229,740.

    13F-HR 0001754960-25-000715 filed by Professional Financial 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -9,865 shares

    13F-HR 0001754960-25-000340 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2025-03-31
    13F 9,865 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $228,463.

    13F-HR 0001754960-25-000235 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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