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Defined Financial Planning LLC: SCHG position timeline

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

Defined Financial Planning LLC held 436,270 SCHG shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 436,270 shares
    Change vs previous 13F +44,566 shares

    11.77% of the 13F portfolio, value $14,187,500.

    13F-HR 0001754960-25-000660 filed by Defined Financial 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 ended2025-06-30
    13F 391,704 shares
    Change vs previous 13F +47,199 shares

    10.25% of the 13F portfolio, value $11,543,517.

    13F-HR 0001754960-25-000466 filed by Defined Financial 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 ended2025-03-31
    13F 344,505 shares
    Change vs previous 13F +71,007 shares

    8.81% of the 13F portfolio, value $8,695,306.

    13F-HR 0001754960-25-000200 filed by Defined Financial 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 273,498 shares
    Change vs previous 13F not available

    8.14% of the 13F portfolio, value $7,622,389.

    13F-HR 0001754960-25-000141 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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