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Disclosery

Plan A Wealth LLC: SCHZ position timeline

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

Plan A Wealth LLC held 43,101 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 43,101 shares
    Change vs previous 13F +710 shares

    0.34% of the 13F portfolio, value $952,532.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,391 shares
    Change vs previous 13F +2,204 shares

    0.42% of the 13F portfolio, value $980,504.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth 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 40,187 shares
    Change vs previous 13F +7,074 shares

    0.45% of the 13F portfolio, value $933,142.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth 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 33,113 shares
    Change vs previous 13F +637 shares

    0.38% of the 13F portfolio, value $773,851.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth 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 32,476 shares
    Change vs previous 13F +3,186 shares

    0.39% of the 13F portfolio, value $762,212.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth 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 29,290 shares
    Change vs previous 13F +8,577 shares

    0.39% of the 13F portfolio, value $680,700.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    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 20,713 shares
    Change vs previous 13F +2,576 shares

    0.37% of the 13F portfolio, value $479,713.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,137 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $411,710.

    13F-HR 0001172661-25-004606 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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