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Hoxton Planning & Management, LLC: SCHZ position timeline

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

Hoxton Planning & Management, LLC held 284,701 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 284,701 shares
    Change vs previous 13F -7,125 shares

    1.72% of the 13F portfolio, value $6,585,134.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & Management, 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 291,826 shares
    Change vs previous 13F +4,608 shares

    2.03% of the 13F portfolio, value $6,776,200.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & Management, 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 287,218 shares
    Change vs previous 13F +64,885 shares

    2.01% of the 13F portfolio, value $6,712,285.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & Management, 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 222,333 shares
    Change vs previous 13F +26,146 shares

    1.68% of the 13F portfolio, value $5,218,156.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & Management, 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 196,187 shares
    Change vs previous 13F +11,043 shares

    1.58% of the 13F portfolio, value $4,559,386.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & Management, 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 185,144 shares
    Change vs previous 13F +59,308 shares

    1.64% of the 13F portfolio, value $4,287,935.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & Management, 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 125,836 shares
    Change vs previous 13F +79,329 shares

    1.09% of the 13F portfolio, value $2,856,477.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & Management, 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 46,507 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,210,013.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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