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ZynergyRetirementPlanningLLC: SCHZ position timeline

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

ZynergyRetirementPlanningLLC held 1,748,706 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 1,748,706 shares
    Change vs previous 13F +343,027 shares

    20.64% of the 13F portfolio, value $38,646,401.

    13F-HR 0002031137-26-000003 filed by ZynergyRetirementPlanningLLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,405,679 shares
    Change vs previous 13F +79,409 shares

    17.63% of the 13F portfolio, value $32,513,355.

    13F-HR 0002031137-26-000001 filed by ZynergyRetirementPlanningLLC
    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 1,326,270 shares
    Change vs previous 13F +74,723 shares

    18.62% of the 13F portfolio, value $30,795,989.

    13F-HR 0002085853-26-000404 filed by ZynergyRetirementPlanningLLC
    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 1,251,547 shares
    Change vs previous 13F +1,117 shares

    18.06% of the 13F portfolio, value $29,248,653.

    13F-HR 0002085853-26-000023 filed by ZynergyRetirementPlanningLLC
    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 1,250,430 shares
    Change vs previous 13F +28,472 shares

    18.51% of the 13F portfolio, value $29,347,592.

    13F-HR 0002085853-25-000029 filed by ZynergyRetirementPlanningLLC
    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 1,221,958 shares
    Change vs previous 13F +57,153 shares

    19.05% of the 13F portfolio, value $28,398,304.

    13F-HR 0001667731-25-001265 filed by ZynergyRetirementPlanningLLC
    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 1,164,805 shares
    Change vs previous 13F +602,579 shares

    18.76% of the 13F portfolio, value $26,441,074.

    13F-HR 0002031137-25-000002 filed by ZynergyRetirementPlanningLLC
    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 562,226 shares
    Change vs previous 13F not available

    18.82% of the 13F portfolio, value $26,716,980.

    13F-HR 0002031137-25-000001 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

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