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Disclosery

Financial Planning Hawaii, Inc.: SCHD position timeline

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

Financial Planning Hawaii, Inc. held 34,408 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,408 shares
    Change vs previous 13F +4,989 shares

    0.61% of the 13F portfolio, value $1,119,290.

    13F-HR 0002105146-26-000004 filed by Financial Planning Hawaii, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,419 shares
    Change vs previous 13F +2,781 shares

    0.5% of the 13F portfolio, value $932,870.

    13F-HR 0002105146-26-000003 filed by Financial Planning Hawaii, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 26,638 shares
    Change vs previous 13F +833 shares

    0.48% of the 13F portfolio, value $817,266.

    13F-HR 0002105146-26-000002 filed by Financial Planning Hawaii, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 25,805 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $707,823.

    13F-HR 0002105146-26-000001 filed by Financial Planning Hawaii, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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