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Disclosery

Leading Edge Financial Planning LLC: SCHD position timeline

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

Leading Edge Financial Planning LLC held 13,930 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,930 shares
    Change vs previous 13F -784 shares

    0.08% of the 13F portfolio, value $441,734.

    13F-HR 0001951757-26-001113 filed by Leading Edge 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 ended2026-03-31
    13F 14,714 shares
    Change vs previous 13F -46 shares

    0.09% of the 13F portfolio, value $451,415.

    13F-HR 0001951757-26-000822 filed by Leading Edge 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 ended2025-12-31
    13F 14,760 shares
    Change vs previous 13F -405 shares

    0.09% of the 13F portfolio, value $404,869.

    13F-HR 0001951757-26-000247 filed by Leading Edge 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 ended2025-09-30
    13F 15,165 shares
    Change vs previous 13F -1,399 shares

    0.1% of the 13F portfolio, value $414,015.

    13F-HR 0001951757-25-001402 filed by Leading Edge 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 ended2025-06-30
    13F 16,564 shares
    Change vs previous 13F +1,390 shares

    0.12% of the 13F portfolio, value $438,962.

    13F-HR 0001951757-25-000863 filed by Leading Edge 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 ended2025-03-31
    13F 15,174 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $424,271.

    13F-HR 0001951757-25-000431 filed by Leading Edge 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 ended2024-12-31
    13F 15,174 shares
    Change vs previous 13F +10,421 shares

    0.14% of the 13F portfolio, value $414,560.

    13F-HR 0001951757-25-000126 filed by Leading Edge 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 ended2024-09-30
    13F 4,753 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $401,790.

    13F-HR 0001951757-24-001104 filed by Leading Edge Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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