Skip to content
Disclosery

Capital Planning LLC: SCHG position timeline

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

Capital Planning LLC held 811,581 SCHG 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 811,581 shares
    Change vs previous 13F -16,849 shares

    7.75% of the 13F portfolio, value $29,160,107.

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

  2. period ended2026-06-30
    13F 828,430 shares
    Change vs previous 13F -77,908 shares

    8.16% of the 13F portfolio, value $28,034,070.

    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 906,338 shares
    Change vs previous 13F +117,398 shares

    8.59% of the 13F portfolio, value $26,401,634.

    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 788,940 shares
    Change vs previous 13F +863 shares

    7.18% of the 13F portfolio, value $25,640,566.

    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 788,077 shares
    Change vs previous 13F -4,900 shares

    7.33% of the 13F portfolio, value $25,147,521.

    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 792,977 shares
    Change vs previous 13F -304,603 shares

    7.28% of the 13F portfolio, value $23,162,852.

    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 1,097,580 shares
    Change vs previous 13F -41,066 shares

    7.69% of the 13F portfolio, value $27,483,394.

    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 1,138,646 shares
    Change vs previous 13F not available

    8.32% of the 13F portfolio, value $31,734,056.

    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).