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Disclosery

ASSET PLANNING CORPORATION: SCHO position timeline

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

ASSET PLANNING CORPORATION held 294,018 SCHO shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 294,018 shares
    Change vs previous 13F +28,164 shares

    3.4% of the 13F portfolio, value $7,174,037.

    13F-HR 0001951757-25-001276 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 265,854 shares
    Change vs previous 13F +28,025 shares

    3.45% of the 13F portfolio, value $6,481,532.

    13F-HR 0001951757-25-000944 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 237,829 shares
    Change vs previous 13F +23,458 shares

    3.41% of the 13F portfolio, value $5,788,751.

    13F-HR 0001951757-25-000534 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 214,371 shares
    Change vs previous 13F +200,802 shares

    3.23% of the 13F portfolio, value $5,157,758.

    13F-HR 0001951757-25-000119 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 13,569 shares
    Change vs previous 13F -5,910 shares

    0.43% of the 13F portfolio, value $664,619.

    13F-HR 0001951757-24-001080 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 19,479 shares
    Change vs previous 13F -2,248 shares

    0.7% of the 13F portfolio, value $937,526.

    13F-HR 0001951757-24-000579 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 21,727 shares
    Change vs previous 13F +110 shares

    0.76% of the 13F portfolio, value $1,047,445.

    13F-HR 0001951757-24-000386 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 21,617 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,047,322.

    13F-HR 0001951757-24-000072 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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