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Litman Gregory Wealth Management LLC: SCHP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Litman Gregory Wealth Management LLC on SCHP, newest first. How the timeline and the estimate are built.

Litman Gregory Wealth Management LLC held 61,635 SCHP shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 61,635 shares
    Change vs previous 13F -15,955 shares

    0.12% of the 13F portfolio, value $1,632,718.

    13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 77,590 shares
    Change vs previous 13F -5,410 shares

    0.16% of the 13F portfolio, value $2,091,043.

    13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 83,000 shares
    Change vs previous 13F +2,121 shares

    0.17% of the 13F portfolio, value $2,214,432.

    13F-HR 0001214659-25-010805 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 80,879 shares
    Change vs previous 13F -20,316 shares

    0.19% of the 13F portfolio, value $2,174,828.

    13F-HR 0001214659-25-006850 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 101,195 shares
    Change vs previous 13F -636,684 shares

    0.23% of the 13F portfolio, value $2,613,859.

    13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 737,879 shares
    Change vs previous 13F -120,419 shares

    3.31% of the 13F portfolio, value $39,572,474.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 858,298 shares
    Change vs previous 13F -82,670 shares

    3.96% of the 13F portfolio, value $44,640,098.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 940,968 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $49,080,911.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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