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Tempus Wealth Planning, LLC: SCHZ position timeline

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

Tempus Wealth Planning, LLC held 495,023 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 495,023 shares
    Change vs previous 13F +54,628 shares

    2.24% of the 13F portfolio, value $11,449,890.

    13F-HR 0001806428-26-000003 filed by Tempus Wealth Planning, 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 440,395 shares
    Change vs previous 13F +42,600 shares

    2.35% of the 13F portfolio, value $10,225,967.

    13F-HR 0001806428-26-000002 filed by Tempus Wealth Planning, 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 397,795 shares
    Change vs previous 13F +33,761 shares

    2.13% of the 13F portfolio, value $9,296,470.

    13F-HR 0001806428-26-000001 filed by Tempus Wealth Planning, 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 364,034 shares
    Change vs previous 13F +43 shares

    1.96% of the 13F portfolio, value $8,543,886.

    13F-HR 0001806428-25-000004 filed by Tempus Wealth Planning, 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 363,991 shares
    Change vs previous 13F +15,707 shares

    2.11% of the 13F portfolio, value $8,459,159.

    13F-HR 0001085146-25-003906 filed by Tempus Wealth Planning, 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 348,284 shares
    Change vs previous 13F +54,748 shares

    2.41% of the 13F portfolio, value $8,066,268.

    13F-HR 0001085146-25-002656 filed by Tempus Wealth Planning, 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 293,536 shares
    Change vs previous 13F +159,146 shares

    2.04% of the 13F portfolio, value $6,663,265.

    13F-HR 0001085146-25-000489 filed by Tempus Wealth Planning, 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 134,390 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $6,386,231.

    13F-HR 0001085146-24-005048 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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