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Disclosery

LifePlan Financial, LLC: SCHM position timeline

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

LifePlan Financial, LLC held 18,117 SCHM 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 18,117 shares
    Change vs previous 13F -829 shares

    0.47% of the 13F portfolio, value $667,974.

    13F-HR 0001739485-26-000004 filed by LifePlan Financial, 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 18,946 shares
    Change vs previous 13F -1,234 shares

    0.43% of the 13F portfolio, value $586,568.

    13F-HR 0001739485-26-000002 filed by LifePlan Financial, 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 20,180 shares
    Change vs previous 13F -648 shares

    0.47% of the 13F portfolio, value $606,813.

    13F-HR 0001739485-26-000001 filed by LifePlan Financial, 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 20,828 shares
    Change vs previous 13F -400 shares

    0.49% of the 13F portfolio, value $617,342.

    13F-HR 0001739485-25-000006 filed by LifePlan Financial, 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 21,228 shares
    Change vs previous 13F +470 shares

    0.49% of the 13F portfolio, value $595,445.

    13F-HR 0001739485-25-000003 filed by LifePlan Financial, 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 20,758 shares
    Change vs previous 13F -1,507 shares

    0.47% of the 13F portfolio, value $543,860.

    13F-HR 0001739485-25-000002 filed by LifePlan Financial, 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 22,265 shares
    Change vs previous 13F +14,423 shares

    0.55% of the 13F portfolio, value $616,963.

    13F-HR 0001739485-25-000001 filed by LifePlan Financial, 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 7,842 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $651,592.

    13F-HR 0001841816-24-000007 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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