LifePlan Financial, LLC: SCHD position timeline

LifePlan Financial, LLC held 23,199 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 23,199 shares

   Change vs previous 13F -578 shares

   0.52% of the 13F portfolio, value $735,640.

   13F-HR 0001739485-26-000004 filed by LifePlan Financial, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 23,777 shares

   Change vs previous 13F -767 shares

   0.54% of the 13F portfolio, value $729,478.

   13F-HR 0001739485-26-000002 filed by LifePlan Financial, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 24,544 shares

   Change vs previous 13F -380 shares

   0.52% of the 13F portfolio, value $673,242.

   13F-HR 0001739485-26-000001 filed by LifePlan Financial, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 24,924 shares

   Change vs previous 13F +120 shares

   0.54% of the 13F portfolio, value $680,425.

   13F-HR 0001739485-25-000006 filed by LifePlan Financial, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 24,804 shares

   Change vs previous 13F +875 shares

   0.54% of the 13F portfolio, value $657,306.

   13F-HR 0001739485-25-000003 filed by LifePlan Financial, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 23,929 shares

   Change vs previous 13F -1,772 shares

   0.58% of the 13F portfolio, value $669,055.

   13F-HR 0001739485-25-000002 filed by LifePlan Financial, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 25,701 shares

   Change vs previous 13F +16,706 shares

   0.62% of the 13F portfolio, value $702,151.

   13F-HR 0001739485-25-000001 filed by LifePlan Financial, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 8,995 shares

   Change vs previous 13F not available

   0.65% of the 13F portfolio, value $760,347.

   13F-HR 0001841816-24-000007 filed by LifePlan Financial, LLC
   Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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