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Disclosery

Arnold Financial Planning LLC: SCHC position timeline

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

Arnold Financial Planning LLC held 138,331 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,331 shares
    Change vs previous 13F +3,641 shares

    4.96% of the 13F portfolio, value $6,656,478.

    13F-HR 0001754960-26-000493 filed by Arnold Financial 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 134,690 shares
    Change vs previous 13F +7,115 shares

    5.88% of the 13F portfolio, value $6,295,406.

    13F-HR 0001754960-26-000250 filed by Arnold Financial 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 127,575 shares
    Change vs previous 13F not available

    5.99% of the 13F portfolio, value $5,808,500.

    13F-HR 0001754960-26-000126 filed by Arnold Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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