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Disclosery

OneAscent Financial Services LLC: SCHZ position timeline

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

OneAscent Financial Services LLC held 334,471 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 334,471 shares
    Change vs previous 13F +222,140 shares

    0.32% of the 13F portfolio, value $7,736,305.

    13F-HR 0001844707-26-000003 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 119,487 shares
    • OneAscent Wealth Management LLC: 214,984 shares

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

  2. period ended2026-03-31
    13F 112,331 shares
    Change vs previous 13F +646 shares

    0.14% of the 13F portfolio, value $2,608,332.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services 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 111,685 shares
    Change vs previous 13F +1,378 shares

    0.24% of the 13F portfolio, value $2,610,075.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services 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/A 110,307 shares
    Change vs previous 13F -375 shares

    0.32% of the 13F portfolio, value $2,588,904.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services 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 110,682 shares
    Change vs previous 13F -4,294 shares

    0.18% of the 13F portfolio, value $2,572,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services 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 114,976 shares
    Change vs previous 13F -3,779 shares

    0.17% of the 13F portfolio, value $2,663,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services 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 118,755 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,696,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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