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Disclosery

AMERICAN ECONOMIC PLANNING GROUP INC /ADV: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMERICAN ECONOMIC PLANNING GROUP INC /ADV on SCHD, newest first. How the timeline and the estimate are built.

AMERICAN ECONOMIC PLANNING GROUP INC /ADV held 753,240 SCHD shares at 2019-09-30 per its 13F-HR filed 2019-10-09.

the latest 13F is the newest step

  1. period ended2019-09-30
    13F 753,240 shares
    Change vs previous 13F -13,444 shares

    11.18% of the 13F portfolio, value $40,999,000.

    13F-HR 0001085146-19-002486 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-06-30
    13F 766,684 shares
    Change vs previous 13F +16,826 shares

    12.27% of the 13F portfolio, value $40,688,000.

    13F-HR 0001085146-19-001953 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-03-31
    13F 749,858 shares
    Change vs previous 13F not available

    12.24% of the 13F portfolio, value $39,203,000.

    13F-HR 0001085146-19-001600 filed by AMERICAN ECONOMIC PLANNING GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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