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Disclosery

Compound Planning, Inc.: SCHG position timeline

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

Compound Planning, Inc. held 2,094,006 SCHG 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 2,094,006 shares
    Change vs previous 13F +69,142 shares

    1.85% of the 13F portfolio, value $70,861,159.

    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 2,024,864 shares
    Change vs previous 13F -72,953 shares

    1.82% of the 13F portfolio, value $58,984,266.

    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 2,097,817 shares
    Change vs previous 13F -30,473 shares

    2.02% of the 13F portfolio, value $68,430,804.

    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 2,128,290 shares
    Change vs previous 13F +296,519 shares

    2.2% of the 13F portfolio, value $67,913,721.

    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 1,831,771 shares
    Change vs previous 13F +376,970 shares

    2.02% of the 13F portfolio, value $53,506,044.

    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 1,454,801 shares
    Change vs previous 13F +141,364 shares

    1.66% of the 13F portfolio, value $36,428,228.

    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 1,313,437 shares
    Change vs previous 13F +1,022,388 shares

    1.85% of the 13F portfolio, value $36,605,501.

    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 291,049 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $30,321,536.

    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).