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Disclosery

LifePlan Financial, LLC: SCHO position timeline

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

LifePlan Financial, LLC held 40,021 SCHO 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 40,021 shares
    Change vs previous 13F +519 shares

    0.68% of the 13F portfolio, value $966,107.

    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 39,502 shares
    Change vs previous 13F -1,208 shares

    0.71% of the 13F portfolio, value $958,714.

    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 40,710 shares
    Change vs previous 13F -499 shares

    0.76% of the 13F portfolio, value $992,103.

    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 41,209 shares
    Change vs previous 13F -1,025 shares

    0.8% of the 13F portfolio, value $1,005,500.

    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 42,234 shares
    Change vs previous 13F +545 shares

    0.85% of the 13F portfolio, value $1,029,665.

    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 41,689 shares
    Change vs previous 13F +1,048 shares

    0.88% of the 13F portfolio, value $1,014,710.

    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 40,641 shares
    Change vs previous 13F +18,393 shares

    0.86% of the 13F portfolio, value $977,822.

    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 22,248 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,089,707.

    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).