Skip to content
Disclosery

Investment Planning Advisors, Inc.: SCHZ position timeline

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

Investment Planning Advisors, Inc. held 18,646 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,646 shares
    Change vs previous 13F +792 shares

    0.09% of the 13F portfolio, value $412,077.

    13F-HR 0002024049-26-000005 filed by Investment Planning Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,854 shares
    Change vs previous 13F -216 shares

    0.1% of the 13F portfolio, value $412,963.

    13F-HR 0002024049-26-000003 filed by Investment Planning Advisors, Inc.
    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 18,070 shares
    Change vs previous 13F -3,076 shares

    0.12% of the 13F portfolio, value $419,585.

    13F-HR 0002024049-26-000002 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,146 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $494,182.

    13F-HR 0002024049-26-000001 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 21,146 shares
    Change vs previous 13F -1,231 shares

    0.16% of the 13F portfolio, value $496,297.

    13F-HR 0002024049-25-000008 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,377 shares
    Change vs previous 13F -834 shares

    0.18% of the 13F portfolio, value $520,041.

    13F-HR 0002024049-25-000005 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 23,211 shares
    Change vs previous 13F +2,611 shares

    0.22% of the 13F portfolio, value $537,567.

    13F-HR 0002024049-25-000002 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,600 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $467,620.

    13F-HR 0002024049-25-000001 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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