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Disclosery

Capital Planning LLC: SCHD position timeline

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

Capital Planning LLC held 9,124 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,124 shares
    Change vs previous 13F -14,874 shares

    0.08% of the 13F portfolio, value $296,788.

    13F-HR 0001790688-26-000005 filed by Capital Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,998 shares
    Change vs previous 13F +1,848 shares

    0.22% of the 13F portfolio, value $760,984.

    13F-HR 0001790688-26-000004 filed by Capital 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 ended2026-03-31
    13F 22,150 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $679,563.

    13F-HR 0001790688-26-000002 filed by Capital Planning LLC
    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 22,150 shares
    Change vs previous 13F +5,148 shares

    0.17% of the 13F portfolio, value $614,207.

    13F-HR 0001790688-26-000001 filed by Capital Planning LLC
    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 17,002 shares
    Change vs previous 13F +8,164 shares

    0.14% of the 13F portfolio, value $464,155.

    13F-HR 0001790688-25-000008 filed by Capital Planning LLC
    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 8,838 shares
    Change vs previous 13F -11,357 shares

    0.07% of the 13F portfolio, value $234,207.

    13F-HR 0001790688-25-000006 filed by Capital Planning LLC
    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 20,195 shares
    Change vs previous 13F -1,001 shares

    0.16% of the 13F portfolio, value $564,658.

    13F-HR 0001790688-25-000005 filed by Capital Planning LLC
    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 21,196 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $579,075.

    13F-HR 0001790688-25-000001 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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