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RETIREMENT GUYS FORMULA LLC: SCHZ position timeline

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

RETIREMENT GUYS FORMULA LLC held 12,345 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,345 shares
    Change vs previous 13F +13 shares

    0.11% of the 13F portfolio, value $285,530.

    13F-HR 0001933059-26-000003 filed by RETIREMENT GUYS FORMULA 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 12,332 shares
    Change vs previous 13F -7,466 shares

    0.13% of the 13F portfolio, value $286,360.

    13F-HR 0001933059-26-000002 filed by RETIREMENT GUYS FORMULA 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 19,798 shares
    Change vs previous 13F +432 shares

    0.21% of the 13F portfolio, value $462,680.

    13F-HR 0001933059-26-000001 filed by RETIREMENT GUYS FORMULA 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 19,366 shares
    Change vs previous 13F -115 shares

    0.16% of the 13F portfolio, value $454,519.

    13F-HR 0001933059-25-000002 filed by RETIREMENT GUYS FORMULA 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 19,481 shares
    Change vs previous 13F -108 shares

    0.17% of the 13F portfolio, value $452,739.

    13F-HR 0001085146-25-003808 filed by RETIREMENT GUYS FORMULA 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 19,589 shares
    Change vs previous 13F -250 shares

    0.23% of the 13F portfolio, value $453,691.

    13F-HR 0001085146-25-002259 filed by RETIREMENT GUYS FORMULA 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 19,839 shares
    Change vs previous 13F +9,651 shares

    0.23% of the 13F portfolio, value $450,337.

    13F-HR 0001085146-25-000602 filed by RETIREMENT GUYS FORMULA 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 10,188 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $484,148.

    13F-HR 0001085146-24-005018 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

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