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Decker Retirement Planning Inc.: SCHD position timeline

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

Decker Retirement Planning Inc. held 185,246 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 185,246 shares
    Change vs previous 13F +25,969 shares

    2% of the 13F portfolio, value $5,874,146.

    13F-HR 0001975700-26-000013 filed by Decker Retirement 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 159,277 shares
    Change vs previous 13F +9,685 shares

    2.21% of the 13F portfolio, value $4,886,608.

    13F-HR 0001975700-26-000012 filed by Decker Retirement 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 149,592 shares
    Change vs previous 13F +12,894 shares

    2.04% of the 13F portfolio, value $4,103,303.

    13F-HR 0001975700-26-000001 filed by Decker Retirement 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 136,698 shares
    Change vs previous 13F -8,107 shares

    2.05% of the 13F portfolio, value $3,731,847.

    13F-HR 0001975700-25-000005 filed by Decker Retirement 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 144,805 shares
    Change vs previous 13F +143,586 shares

    2.22% of the 13F portfolio, value $3,837,327.

    13F-HR 0001975700-25-000004 filed by Decker Retirement 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 1,219 shares
    Change vs previous 13F -1,996 shares

    0.02% of the 13F portfolio, value $34,083.

    13F-HR 0001975700-25-000003 filed by Decker Retirement 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 3,215 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $87,828.

    13F-HR 0001975700-25-000001 filed by Decker Retirement Planning Inc.
    Filed (acceptance time not in the bulk data set), ingested

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