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Disclosery

LifePro Asset Management: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifePro Asset Management on SCHD, newest first. How the timeline and the estimate are built.

LifePro Asset Management held 3,668 SCHD shares at 2024-09-30 per its 13F-HR filed 2024-10-09.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 3,668 shares
    Change vs previous 13F +3,668 shares

    0.19% of the 13F portfolio, value $310,098.

    13F-HR 0001213900-24-086507 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -4,137 shares

    13F-HR 0001213900-24-036051 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2023-12-31
    13F 4,137 shares
    Change vs previous 13F -375 shares

    0.24% of the 13F portfolio, value $314,953.

    13F-HR 0001213900-24-014539 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 4,512 shares
    Change vs previous 13F -765 shares

    0.26% of the 13F portfolio, value $319,281.

    13F-HR 0001013762-23-002096 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 5,277 shares
    Change vs previous 13F -8,862 shares

    0.3% of the 13F portfolio, value $383,250.

    13F-HR 0001213900-23-056248 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 14,139 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $1,068,081.

    13F-HR 0001213900-23-027056 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 14,139 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,068,081.

    13F-HR 0001213900-23-012050 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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