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Disclosery

Frisco Financial Planning LLC: SCHX position timeline

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

Frisco Financial Planning LLC held 423,211 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 423,211 shares
    Change vs previous 13F -7,391 shares

    9.88% of the 13F portfolio, value $12,696,339.

    13F-HR 0002133972-26-000010 filed by Frisco Financial Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 430,602 shares
    Change vs previous 13F -12,758 shares

    9.55% of the 13F portfolio, value $12,672,609.

    13F-HR 0002133972-26-000008 filed by Frisco 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 ended2026-03-31
    13F 443,360 shares
    Change vs previous 13F +1,739 shares

    9.38% of the 13F portfolio, value $11,367,754.

    13F-HR 0002133972-26-000007 filed by Frisco 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 ended2025-12-31
    13F 441,621 shares
    Change vs previous 13F -425 shares

    9.93% of the 13F portfolio, value $11,884,011.

    13F-HR 0002133972-26-000005 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 442,046 shares
    Change vs previous 13F -41,030 shares

    9.94% of the 13F portfolio, value $11,643,492.

    13F-HR 0002133972-26-000004 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 483,076 shares
    Change vs previous 13F +4,554 shares

    10.74% of the 13F portfolio, value $11,806,376.

    13F-HR 0002133972-26-000003 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 478,522 shares
    Change vs previous 13F +6,097 shares

    10.24% of the 13F portfolio, value $10,565,773.

    13F-HR 0002133972-26-000002 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 472,425 shares
    Change vs previous 13F not available

    10.82% of the 13F portfolio, value $10,950,820.

    13F-HR 0002133972-26-000001 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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