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Disclosery

Capital Planning LLC: SCHM position timeline

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

Capital Planning LLC held 155,877 SCHM 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 155,877 shares
    Change vs previous 13F -3,558 shares

    1.41% of the 13F portfolio, value $5,302,936.

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

  2. period ended2026-06-30
    13F 159,435 shares
    Change vs previous 13F -1,085 shares

    1.71% of the 13F portfolio, value $5,878,368.

    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 160,520 shares
    Change vs previous 13F +23,168 shares

    1.62% of the 13F portfolio, value $4,969,699.

    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 137,352 shares
    Change vs previous 13F +17,238 shares

    1.17% of the 13F portfolio, value $4,186,489.

    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 120,114 shares
    Change vs previous 13F +874 shares

    1.04% of the 13F portfolio, value $3,560,179.

    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 119,240 shares
    Change vs previous 13F +2,203 shares

    1.05% of the 13F portfolio, value $3,344,682.

    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 117,037 shares
    Change vs previous 13F +3,258 shares

    0.86% of the 13F portfolio, value $3,066,369.

    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 113,779 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,152,816.

    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).