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Compound Planning, Inc.: SCHD position timeline

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

Compound Planning, Inc. held 306,159 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 306,159 shares
    Change vs previous 13F +3,614 shares

    0.25% of the 13F portfolio, value $9,708,293.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 302,545 shares
    Change vs previous 13F +13,082 shares

    0.29% of the 13F portfolio, value $9,282,070.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 289,463 shares
    Change vs previous 13F +1,095 shares

    0.23% of the 13F portfolio, value $7,939,959.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 288,368 shares
    Change vs previous 13F +78,329 shares

    0.25% of the 13F portfolio, value $7,872,445.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 210,039 shares
    Change vs previous 13F +24,004 shares

    0.21% of the 13F portfolio, value $5,566,022.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 186,035 shares
    Change vs previous 13F +16,362 shares

    0.24% of the 13F portfolio, value $5,201,535.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 169,673 shares
    Change vs previous 13F +133,785 shares

    0.23% of the 13F portfolio, value $4,635,466.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 35,888 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,033,641.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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