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Abacus Planning Group, Inc.: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abacus Planning Group, Inc. on SCHX, newest first. How the timeline and the estimate are built.

Abacus Planning Group, Inc. held 63,336 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,336 shares
    Change vs previous 13F -1,655 shares

    0.23% of the 13F portfolio, value $1,863,971.

    13F-HR 0001602730-26-000004 filed by Abacus Planning Group, 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 64,991 shares
    Change vs previous 13F -1,175 shares

    0.22% of the 13F portfolio, value $1,666,368.

    13F-HR 0001602730-26-000003 filed by Abacus Planning Group, 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 66,166 shares
    Change vs previous 13F -153 shares

    0.24% of the 13F portfolio, value $1,780,523.

    13F-HR 0001602730-26-000002 filed by Abacus Planning Group, 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 66,319 shares
    Change vs previous 13F +3,120 shares

    0.24% of the 13F portfolio, value $1,746,837.

    13F-HR 0001602730-25-000008 filed by Abacus Planning Group, 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/A 63,199 shares
    Change vs previous 13F -163 shares

    0.23% of the 13F portfolio, value $1,544,587.

    13F-HR/A 0001602730-25-000006 filed by Abacus Planning Group, 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 63,362 shares
    Change vs previous 13F -2,837 shares

    0.25% of the 13F portfolio, value $1,399,027.

    13F-HR 0001602730-25-000003 filed by Abacus Planning Group, 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 66,199 shares
    Change vs previous 13F +44,194 shares

    0.27% of the 13F portfolio, value $1,534,496.

    13F-HR 0001602730-25-000002 filed by Abacus Planning Group, 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 22,005 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,493,019.

    13F-HR 0001602730-24-000006 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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