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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 16,515 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,515 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $486,036.

    13F-HR 0001420506-26-002238 filed by CAPITAL & PLANNING, LLC
    Accepted , ingested