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Disclosery

Lutz Financial Services LLC: SCHP position timeline

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

Lutz Financial Services LLC held 2,445,014 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,445,014 shares
    Change vs previous 13F +103,109 shares

    3.95% of the 13F portfolio, value $64,792,874.

    13F-HR 0001737112-26-000005 filed by Lutz Financial Services 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 2,341,905 shares
    Change vs previous 13F +135,170 shares

    4.19% of the 13F portfolio, value $62,318,101.

    13F-HR 0001737112-26-000003 filed by Lutz Financial Services 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 2,206,735 shares
    Change vs previous 13F +216,519 shares

    3.98% of the 13F portfolio, value $58,456,436.

    13F-HR 0001737112-26-000002 filed by Lutz Financial Services 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 1,990,216 shares
    Change vs previous 13F +139,767 shares

    3.88% of the 13F portfolio, value $53,636,333.

    13F-HR 0001737112-25-000008 filed by Lutz Financial Services 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 1,850,449 shares
    Change vs previous 13F -31,876 shares

    3.83% of the 13F portfolio, value $49,369,994.

    13F-HR 0001737112-25-000007 filed by Lutz Financial Services 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 1,882,325 shares
    Change vs previous 13F +58,023 shares

    4.14% of the 13F portfolio, value $50,615,743.

    13F-HR 0001737112-25-000005 filed by Lutz Financial Services 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 1,824,302 shares
    Change vs previous 13F +937,323 shares

    3.81% of the 13F portfolio, value $47,121,719.

    13F-HR 0001737112-25-000002 filed by Lutz Financial Services 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 886,979 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $47,568,686.

    13F-HR 0001737112-24-000007 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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