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Lakeshore Financial Planning, Inc.: SCHD position timeline

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

Lakeshore Financial Planning, Inc. held 362,490 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 362,490 shares
    Change vs previous 13F -813 shares

    3.66% of the 13F portfolio, value $11,791,820.

    13F-HR 0001172661-26-004495 filed by Lakeshore Financial Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 363,303 shares
    Change vs previous 13F -16,406 shares

    3.71% of the 13F portfolio, value $11,520,426.

    13F-HR 0001172661-26-002586 filed by Lakeshore Financial 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 ended2026-03-31
    13F 379,709 shares
    Change vs previous 13F -2,272 shares

    4.22% of the 13F portfolio, value $11,649,591.

    13F-HR 0001172661-26-001621 filed by Lakeshore Financial 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 ended2025-12-31
    13F 381,981 shares
    Change vs previous 13F -6,028 shares

    3.74% of the 13F portfolio, value $10,477,722.

    13F-HR 0001172661-26-000989 filed by Lakeshore Financial 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 ended2025-09-30
    13F 388,009 shares
    Change vs previous 13F -5,450 shares

    3.93% of the 13F portfolio, value $10,592,721.

    13F-HR 0001172661-25-004916 filed by Lakeshore Financial 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 ended2025-06-30
    13F 393,459 shares
    Change vs previous 13F -159,880 shares

    4.19% of the 13F portfolio, value $10,426,734.

    13F-HR 0001172661-25-002569 filed by Lakeshore Financial 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 ended2025-03-31
    13F 553,339 shares
    Change vs previous 13F -26,627 shares

    6.44% of the 13F portfolio, value $15,471,464.

    13F-HR 0001172661-25-002098 filed by Lakeshore Financial Planning, Inc.
    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 579,966 shares
    Change vs previous 13F not available

    6.76% of the 13F portfolio, value $15,844,774.

    13F-HR 0001172661-25-000644 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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