Skip to content
Disclosery

Game Plan Financial Advisors, LLC: SCHD position timeline

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

Game Plan Financial Advisors, LLC held 155,045 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,045 shares
    Change vs previous 13F +585 shares

    1.83% of the 13F portfolio, value $4,916,485.

    13F-HR 0001802952-26-000003 filed by Game Plan Financial Advisors, 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 154,460 shares
    Change vs previous 13F -1,385 shares

    2.13% of the 13F portfolio, value $4,738,835.

    13F-HR 0001802952-26-000002 filed by Game Plan Financial Advisors, 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 155,845 shares
    Change vs previous 13F -168 shares

    1.72% of the 13F portfolio, value $4,274,820.

    13F-HR 0001802952-26-000001 filed by Game Plan Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 156,013 shares
    Change vs previous 13F -1,977 shares

    1.76% of the 13F portfolio, value $4,259,165.

    13F-HR 0001802952-25-000006 filed by Game Plan Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 157,990 shares
    Change vs previous 13F +2,544 shares

    1.83% of the 13F portfolio, value $4,186,744.

    13F-HR 0001802952-25-000005 filed by Game Plan Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 155,446 shares
    Change vs previous 13F +6,287 shares

    2.11% of the 13F portfolio, value $4,346,277.

    13F-HR 0001802952-25-000004 filed by Game Plan Financial Advisors, LLC
    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 149,159 shares
    Change vs previous 13F +99,512 shares

    1.93% of the 13F portfolio, value $4,063,084.

    13F-HR 0001802952-25-000001 filed by Game Plan Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 49,647 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $4,196,661.

    13F-HR 0001802952-24-000005 filed by Game Plan Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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