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LifePlan Investment Advisors, Inc.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifePlan Investment Advisors, Inc. on SCHG, newest first. How the timeline and the estimate are built.

LifePlan Investment Advisors, Inc. held 117,166 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,166 shares
    Change vs previous 13F -989 shares

    1.36% of the 13F portfolio, value $3,964,893.

    13F-HR 0001214659-26-009887 filed by LifePlan Investment Advisors, Inc.
    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 118,155 shares
    Change vs previous 13F +5,447 shares

    1.35% of the 13F portfolio, value $3,441,849.

    13F-HR 0001214659-26-006150 filed by LifePlan Investment Advisors, Inc.
    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 112,708 shares
    Change vs previous 13F +284 shares

    1.5% of the 13F portfolio, value $3,676,524.

    13F-HR 0001214659-26-001314 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 112,424 shares
    Change vs previous 13F -1,240 shares

    1.5% of the 13F portfolio, value $3,587,437.

    13F-HR 0001214659-25-016403 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 113,664 shares
    Change vs previous 13F -1,098 shares

    1.65% of the 13F portfolio, value $3,320,111.

    13F-HR 0001214659-25-012141 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 114,762 shares
    Change vs previous 13F -1,916 shares

    1.65% of the 13F portfolio, value $2,873,651.

    13F-HR 0001214659-25-007440 filed by LifePlan Investment Advisors, Inc.
    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 116,678 shares
    Change vs previous 13F +85,973 shares

    2.01% of the 13F portfolio, value $3,251,825.

    13F-HR 0001214659-25-002747 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 30,705 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $3,198,873.

    13F-HR 0001214659-25-001062 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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