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Spectrum Planning & Advisory Services Inc.: SCHZ position timeline

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

Spectrum Planning & Advisory Services Inc. held 147,971 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,971 shares
    Change vs previous 13F -2,724 shares

    1.53% of the 13F portfolio, value $3,422,574.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services 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 150,695 shares
    Change vs previous 13F -6,832 shares

    1.73% of the 13F portfolio, value $3,499,127.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services 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 157,527 shares
    Change vs previous 13F -9,381 shares

    1.89% of the 13F portfolio, value $3,681,415.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services 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 166,908 shares
    Change vs previous 13F -64,047 shares

    2.21% of the 13F portfolio, value $3,917,327.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services 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 230,955 shares
    Change vs previous 13F -84,895 shares

    3.47% of the 13F portfolio, value $5,367,398.

    13F-HR 0001951757-25-000836 filed by Spectrum Planning & Advisory Services 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 315,850 shares
    Change vs previous 13F +52,470 shares

    6.09% of the 13F portfolio, value $7,315,095.

    13F-HR 0001951757-25-000398 filed by Spectrum Planning & Advisory Services 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 263,380 shares
    Change vs previous 13F +123,118 shares

    5.19% of the 13F portfolio, value $5,978,718.

    13F-HR 0001951757-25-000096 filed by Spectrum Planning & Advisory Services 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 140,262 shares
    Change vs previous 13F not available

    6.41% of the 13F portfolio, value $6,665,231.

    13F-HR 0001951757-24-001186 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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