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Avantax Planning Partners, Inc.: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on SCHZ, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 7,975,307 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,975,307 shares
    Change vs previous 13F +264,646 shares

    4.59% of the 13F portfolio, value $184,468,853.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, 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 7,710,661 shares
    Change vs previous 13F +263,321 shares

    4.92% of the 13F portfolio, value $179,041,544.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, 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 7,447,340 shares
    Change vs previous 13F +264,273 shares

    4.87% of the 13F portfolio, value $174,044,344.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, 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 7,183,067 shares
    Change vs previous 13F +195,216 shares

    4.83% of the 13F portfolio, value $168,586,589.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, 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 6,987,851 shares
    Change vs previous 13F +199,961 shares

    5.15% of the 13F portfolio, value $162,397,647.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, 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 6,787,890 shares
    Change vs previous 13F +276,661 shares

    5.57% of the 13F portfolio, value $157,207,523.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, 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 6,511,229 shares
    Change vs previous 13F +3,375,950 shares

    5.33% of the 13F portfolio, value $147,804,907.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, 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 3,135,279 shares
    Change vs previous 13F not available

    5.34% of the 13F portfolio, value $148,964,531.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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