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Disclosery

Cornerstone Planning, LLC: SCHX position timeline

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

Cornerstone Planning, LLC held 685,039 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 685,039 shares
    Change vs previous 13F -6,215 shares

    4.66% of the 13F portfolio, value $20,160,700.

    13F-HR 0002063364-26-000234 filed by Cornerstone Planning, LLC
    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 691,254 shares
    Change vs previous 13F -40,120 shares

    3.99% of the 13F portfolio, value $17,686,430.

    13F-HR 0002063364-26-000151 filed by Cornerstone 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 ended2025-12-31
    13F 731,374 shares
    Change vs previous 13F +157,877 shares

    4.57% of the 13F portfolio, value $19,684,243.

    13F-HR 0002063364-26-000084 filed by Cornerstone 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 ended2024-12-31
    13F 573,497 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $13,293,664.

    13F-HR 0001802105-25-000003 filed by Cornerstone Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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