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Total Wealth Planning, LLC: SCHZ position timeline

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

Total Wealth Planning, LLC held 216,518 SCHZ shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 216,518 shares
    Change vs previous 13F -3,921,602 shares

    10.83% of the 13F portfolio, value $5,060,020.

    13F-HR 0001951757-26-000432 filed by Total 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 ended2025-09-30
    13F 4,138,120 shares
    Change vs previous 13F +330,160 shares

    11.24% of the 13F portfolio, value $97,121,668.

    13F-HR 0001951757-25-001163 filed by Total 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 ended2025-06-30
    13F 3,807,960 shares
    Change vs previous 13F +60,167 shares

    11.18% of the 13F portfolio, value $88,496,999.

    13F-HR 0001951757-25-000851 filed by Total 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 ended2025-03-31
    13F 3,747,793 shares
    Change vs previous 13F +178,624 shares

    13.28% of the 13F portfolio, value $86,798,881.

    13F-HR 0001951757-25-000369 filed by Total 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 ended2024-12-31
    13F 3,569,169 shares
    Change vs previous 13F +1,900,153 shares

    12.62% of the 13F portfolio, value $81,020,140.

    13F-HR 0001951757-25-000031 filed by Total 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 ended2024-09-30
    13F 1,669,016 shares
    Change vs previous 13F +236,167 shares

    12.38% of the 13F portfolio, value $79,311,617.

    13F-HR 0001951757-24-001008 filed by Total 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 ended2024-06-30
    13F 1,432,849 shares
    Change vs previous 13F +287,494 shares

    10.86% of the 13F portfolio, value $66,197,605.

    13F-HR 0001951757-24-000632 filed by Total 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 ended2024-03-31
    13F 1,145,355 shares
    Change vs previous 13F not available

    9.06% of the 13F portfolio, value $52,686,345.

    13F-HR 0001951757-24-000335 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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