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Disclosery

Capital Planning LLC: SCHX position timeline

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

Capital Planning LLC held 0 SCHX 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 0 shares
    Change vs previous 13F -16,145 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 16,145 shares
    Change vs previous 13F +7,756 shares

    0.14% of the 13F portfolio, value $475,146.

    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 8,389 shares
    Change vs previous 13F -10,900 shares

    0.07% of the 13F portfolio, value $215,085.

    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 19,289 shares
    Change vs previous 13F -19,032 shares

    0.15% of the 13F portfolio, value $520,215.

    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 38,321 shares
    Change vs previous 13F +14,277 shares

    0.29% of the 13F portfolio, value $1,009,387.

    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 24,044 shares
    Change vs previous 13F +9,419 shares

    0.18% of the 13F portfolio, value $587,633.

    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 14,625 shares
    Change vs previous 13F -16,553 shares

    0.09% of the 13F portfolio, value $322,918.

    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 31,178 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $722,695.

    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).